Benjamin Cairns is a CFP-designated registered investment advisor at Essex LLC, based in Spring Lake, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 608 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The usual fee is 1% per year, but can range up to 1.75% depending on the advisor and services. Fees are negotiable based on account size and engagement.
Fee Estimator
Location
Spring Lake, MI
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 →Employment History
Current Registrations
Essex LLC
Previous Registrations
Essex LLC
State Registrations3 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.
Exams
More Advisors
- Ryan Bassett, ChFCOsaic Wealth, INC.
- Douglas Heins, ChFCState Farm Investment Management CORP.