Benjamin Defoor
Benjamin Defoor is a registered investment advisor at Soar Financial LLC, based in Murfreesboro, TN, with 11 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. Their firm serves 209 clients with $28M 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 $25K | 2.00% |
| $25K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
2602 Merchants Walk, Suite A, Murfreesboro, TN, 37128
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Benjamin is a managing member of Soar Insurance, LLC (also known as Long Term Care Insurance Professionals of America), and Lead Wizards LLC. He is also a general partner in B and T Developments LLP and Mid TN Developments LLC, a sole proprietor involved in land development, and a partner in Nashville CPA LLC.
Employment History
Current Registrations
Soar Financial LLC
Previous Registrations
American Trust Investment Services, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Ccf Investments, INC.Broker
State Registrations7 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.