BH
BH

Benjamin Henke

2 Years of Experience
Chicago, IL
2 Disclosures

Benjamin Henke is a registered investment advisor at Menominee Capital, based in Chicago, IL, with 2 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.15%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable. Menominee Capital also offers the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services. The fee schedule for this service is: - **$0 - $100,000** — 1.15% per year - **$100,001 - $500,000** — 1.00% per year - **$5,000,001 - $1,000,000** — 0.75% per year - **$1,000,000 and Above** — 0.65% per year These fees are negotiable and do not include the Outside Manager's fee.

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

Chicago, IL

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History

Regulatory History (2)
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Criminal
September 2005
Final Disposition
Criminal
May 2004
Final Disposition
Employment History
Current Registrations
Menominee Capital
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - January 2016 · 1 yr 8 mos
State Registrations1 state
IL
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.
Benjamin Henke - Financial Advisor | TrueAdvisor