Benjamin Bjork is a registered investment advisor at Navista Wealth Management, INC., based in Naples, FL, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 402 clients with $710M 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 $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Naples, FL
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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 Activities
Benjamin is an employee of Bjork Financial Services, Inc., a payroll entity, since 2017. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Navista Wealth Management, INC.
Previous Registrations
Cabot Lodge Securities LLCBroker
Birch Cove Group, LTD.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations2 states
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.