Benjamin Taylor
Benjamin Taylor is a registered investment advisor at Infinity Advisory Group, based in Portage, MI, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 202 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
8105 Valleywood Lane, Suite A, Portage, MI, 49024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is an independent insurance agent, licensed since 2013, selling and servicing annuities and life insurance, dedicating about 10-20% of his time. He is also a partner in G Dell Enterprises, a service company set up for tax purposes, spending minimal time on this activity.
Employment History
Current Registrations
Infinity Advisory Group
Previous Registrations
Advisory Services Network
Foundations Investment Advisors LLC
Triad Advisors, INC.Broker
Harbinger Asset Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.