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Benjamin Hoskin

3 Years of Experience
Princeton, NJ

Benjamin Hoskin is a registered investment advisor at Value Aligned Research Advisors, LLC, based in Princeton, NJ, with 3 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 2 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$271.1M average
Assets Under Management
$542.2M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

VARA charges a management fee based on a percentage of the assets they manage, up to 1% annually. The specific fee is determined on a client-by-client basis and is negotiable, taking into account factors like the size and complexity of the portfolio. Fees are typically calculated and paid monthly in advance. VARA may also be entitled to a performance-based fee.

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Location

Princeton, NJ

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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
Value Aligned Research Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
NJ
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.
Benjamin Hoskin - Financial Advisor | TrueAdvisor