Benjamin Martik
Benjamin Martik is a CFA-designated registered investment advisor at Valley Brook Capital Group, based in Venetia, PA, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 204 clients with $220M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees are negotiable for accounts over $6,000,000. Automated portfolios charge a flat 0.50% for accounts of $5,000 and above.
Fee Estimator
Location
538 Valley Brook Road, Suite 100, Venetia, PA, 15367
Get directionsHistory
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 engages in occasional insurance product sales during normal trading hours. This activity requires minimal time, less than one hour per month.
Employment History
Current Registrations
Valley Brook Capital Group
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.
Exams
More Advisors
- Gregory Martik, CFPValley Brook Capital Group
- Jayme RussoValley Brook Capital Group
- Evan Steinfeld, CFPLiftpoint Family Wealth Advisors, LLC