BH
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Benjamin Hunsaker

2 Years of Experience
Carefree, AZ
Sells Insurance

Benjamin Hunsaker is a registered investment advisor at Integrity Advisory Solutions, based in Carefree, AZ, with 2 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 2,428 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7208 E Cave Creek Rd, Suite A, Carefree, AZ, 85331

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Benjamin is involved in several business activities, including BWH Law, LLC, MH Properties I & II, LLC, Morris Hall, PLLC (an estate planning law firm where he spends about a quarter of his time), American Academy Wealth, Black Canyon Community Health Center, Morris Hall Wealth, LLC, and Morris Hall Life & Health, LLC. He is also a life insurance producer through Morris Hall Life & Health, LLC.

Employment History
Current Registrations
Integrity Advisory Solutions
June 2024 - Present · 2 yrs 4 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
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