Benjamin Doerner
Benjamin Doerner is a registered investment advisor at LPL Financial LLC, based in Kentwood, MI, with 3 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3635 29th St Se, Kentwood, MI, 49512
Get directionsHistory
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 Registrations4 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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