Benjamin Forte is a CFP-designated registered investment advisor at Kickstand Wealth Advisors, based in Pittsford, NY, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 376 clients with $630M 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 | 1.50% |
Annual advisory fee ranges from 0.25% to 1.50% and is negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning is included in this fee.
Fee Estimator
Location
1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290, Pittsford, NY, 14534
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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
Benjamin owns and maintains a residential rental property since 2020, dedicating about 10-20% of his time. He is also a trustee for Trinity Communion Church, dedicating minimal time, and a board member of the Estate Planning Council of Rochester, dedicating a few hours per week.
Employment History
Current Registrations
Kickstand Wealth Advisors
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
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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