Benjamin Lavine is a CFA-designated registered investment advisor at Freedom Investment Management, INC., based in South Windsor, CT, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 520 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Investment Management charges a platform fee that varies depending on the total value of your household accounts:
- Up to $1,000,000: 0.16% - 0.45% per year
- $1,000,001 to $2,500,000: 0.16% - 0.35% per year
- $2,500,001 to $5,000,000: 0.16% - 0.30% per year
- $5,000,001 to $10,000,000: 0.16% - 0.25% per year
- Over $10,000,001: 0.10% or negotiable
For direct clients (no Promoter/Co-Adviser relationship), Freedom charges up to 2.00% annually, which may be discounted. For clients through a separate account management arrangement, the annual fee ranges from 0.25% to 0.35%, which may be negotiated.
There is a $25,000 minimum account size on the Freedom platform, which may be waived at Freedom’s discretion. For clients through a Separate Account Management Arrangement such as Schwab's Managed Account Marketplace, the minimum account size is $100,000, which may be waived at Freedom’s discretion.
Location
1645 Ellington Rd, 3rd Floor, South Windsor, CT, 06074
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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 Activities
Benjamin serves on the Advisory Board for WealthConductor, LLC, a financial planning software provider, since February 2020. He spends minimal time on this role, participating in quarterly board meetings.
Employment History
Current Registrations
Freedom Investment Management, INC.
Previous Registrations
3d/l Capital Management, LLC
3d Asset Management, INC.
State Registrations1 state
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