Benjamin Koval
Benjamin Koval is a CFP-designated registered investment advisor at Soundpath Retirement Strategies, LLC, based in Bellevue, WA, with 9 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 690 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SoundPath's investment management fee is determined on an hourly basis at $400/hour and is negotiable based on the services requested and the expertise needed. The estimated annual fee will be agreed upon before entering into an agreement. Fees are paid quarterly in arrears.
Location
11811 NE 1st Street, Suite 311, Bellevue, WA, 98005
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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 is an insurance agent with Soundpath Retirement Strategies, LLC, selling insurance and annuity products, dedicating about a quarter of his time. He is also a chapter president for the American Financial Education Alliance, spending a few hours per week educating the public on investment-related topics.
Employment History
Current Registrations
Soundpath Retirement Strategies, LLC
Previous Registrations
Decker Retirement Planning INC.
State Registrations1 state
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.