Benjamin Rasmussen
Benjamin Rasmussen is a registered investment advisor at Van Diest Capital, based in Polk City, IA, with 4 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 467 clients with $140M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
302 West Broadway, Suite 9, Polk City, IA, 50226
Get directionsHistory
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 ActivitiesSells Insurance
Benjamin is an assistant golf coach at Webster City Schools, dedicating about a quarter of his time. He also works for Dawson & Bertran Investment Advisors and Financial Investment Group, LLC, providing insurance sales, administrative support, investment advice, and financial planning services, dedicating about 10-20% of his time to insurance sales and nearly full-time to investment advice.
Employment History
Current Registrations
Van Diest Capital
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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