Benjamin Oliver
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
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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 ActivitiesSells Insurance
Benjamin works as a financial advisor for OLV Investment Group, focusing on insurance sales and services, dedicating nearly full-time hours. He is also a farmer/partner at St. Anastasia Farms, spending about 10-20% of his time on animal husbandry, sales, and hay production. Additionally, Benjamin works as an agent for OLV Insurance Agency, spending minimal time on insurance sales and services.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Spc
Sigma Financial CorporationBroker
State Registrations1 state
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