Benjimin June is a registered investment advisor at Asset Allocation Strategies, LLC, based in Grand Rapids, MI, with 2 years of industry experience. Benjimin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
3258 Clear Vista Ct., Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjimin works as a self-employed delivery driver, assists with business development for Alpha Intelligence Inc., and captures construction sites. He also works as an investment advisor representative (IAR) for Asset Allocation Strategies, dedicating a few hours per week to managing advisory accounts.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Alpha Intelligence Asset Management
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.