Benjamin Gilmore
Benjamin Gilmore is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Atchison, KS, with 3 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
107 N 6th St, Suite 1, Atchison, KS, 66002
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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 involved with the leadership committee at First Christian Church of Troy as a church elder and board member, dedicating minimal time. He also works as an insurance agent selling Medicare Supplement, life insurance, and other fixed products, spending about 10-20% of his time on this activity. Finally, Benjamin is an author and wrote a book about religious and personal development, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations4 states
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