BC
CFP
BC
CFP

Ben Clymer

12 Years of Experience
Eden Prairie, MN

Ben Clymer is a CFP-designated registered investment advisor at Abbey Street, based in Eden Prairie, MN, with 12 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
148 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$315.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.50%
$1.5M - $6.0M1.00%
$6.0M - $10.0M0.90%
$10.0M - $20.0M0.80%
$20M+0.80%

Fees are negotiable for accounts over $20,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11095 Viking Drive, Suite 410, Eden Prairie, MN, 55344

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ben works as a hockey analyst for Fox Sports North, describing game actions and outcomes since 2014. This activity requires minimal time commitment.

Employment History
Current Registrations
Abbey Street
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - April 2020 · 3 yrs 11 mos
Kestra Investment Services, LLCBroker
May 2016 - April 2020 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - May 2016 · 2 yrs 2 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.