Benjamin Huber
Benjamin Huber is a CFP-designated registered investment advisor at Five Rivers Financial Advisors, LLC, based in North East, MD, with 7 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $53M 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 - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
3 South Mauldin Ave., North East, MD, 21901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Five Rivers Financial Advisors, LLC
State Registrations5 states
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