Benjamin Wolthuizen
Benjamin Wolthuizen is a CFA-designated registered investment advisor at Cavanal Hill Investment Management, INC., based in Tulsa, OK, with 5 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $15B 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.
Fee Estimator
Location
One Williams Center, 15th Floor, Tulsa, OK, 74172
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 Activities
Benjamin is the owner of Rose Rock EyeCare PLLC, an optometry clinic, since 2022. He spends minimal time reviewing books and records for the clinic.
Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
State Registrations7 states
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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