Benjimin June
Benjimin June is a registered investment advisor at Asset Allocation Strategies, LLC, based in Grand Rapids, MI, with 2 years of industry experience. Benjimin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
3258 Clear Vista Ct., Grand Rapids, MI, 49525
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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
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.
Exams
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