Benjamin Lundeen is a registered investment advisor at Isc Financial Advisors, based in Minneapolis, MN, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,318 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated under special circumstances. Strives for a minimum account fee of $400 and a minimum asset threshold of $100,000. For accounts managed through the Pontera platform, Pontera receives a 0.25% annual fee, which is not added to the client's total fee.
Fee Estimator
Location
7760 France Avenue South, Suite 270, Minneapolis, MN, 55435
Get directionsHistory
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 →Employment History
Current Registrations
Isc Financial Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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
More Advisors
- Lawrence Gartner, CFPIsc Financial Advisors
- Charles Achterkirch, CFPIsc Financial Advisors
- Stephen Kairies, ChFCAccess Financial Services, INC.
- Kira Kinsman, CFPMercer Global Advisors INC.
- Jacob Mathews, CFPOnepoint Bfg Wealth Partners
- Brandon Fancher, CFASchwab Wealth Advisory, INC.