BS
BS

Benjamin Strautmann

2 Years of Experience
Fremont, MI

Benjamin Strautmann is a registered investment advisor at The Life Group Financial Services, based in Fremont, MI, with 2 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, Corporate Executives, Estate Planning, Investment Management, and 1 more. Their firm serves 1,628 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$84K average
Assets Under Management
$136.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

33 W Main Street, Fremont, MI, 49412

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Life Group Financial Services
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2022 - December 2022 · 6 mos
Raymond James Financial Services, INC.Broker
May 2022 - December 2022 · 7 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.