Benjamin Doerner
Benjamin Doerner is a registered investment advisor at LPL Financial LLC, based in Kentwood, MI, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3635 29th St Se, Kentwood, MI, 49512
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Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business ActivitiesSells Insurance
Benjamin has several outside business activities, including business entities for tax/investment purposes, a DBA for his LPL business, and notary services. He also engages in real estate rental, dedicating about 10-20% of his time, and works as an agent for Hansen Brokerage Services, Inc. selling non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.