Benjamin Krapu is a CFP, ChFC-designated registered investment advisor at Qp Financial, based in Lees Summit, MO, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Published fees are negotiable. Accounts within the same household are aggregated for fee discounts.
Fee Estimator
Location
614 SE 4th St, Ste 203, Lees Summit, MO, 64063
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 insurance agent with Knights of Columbus Insurance since December 2020, spending nearly full-time meeting with clients about insurance products. His license also allows him to include mutual funds, so this business operates in conjunction with his advisory business.
Employment History
Current Registrations
Qp Financial
Previous Registrations
Nylife Securities LLCBroker
Knights of Columbus Asset Advisors LLC
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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