Benjamin Bulgrien
Benjamin Bulgrien is a registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 2 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 2,339 clients with $1.2B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.
Fee Estimator
Location
6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855
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 →Other Business ActivitiesSells Insurance
Since April 2022, Benjamin has worked for Korhorn Financial Group, Inc., assisting in daily operations, dedicating nearly full-time hours. Since June 2022, he has also worked as an insurance agent at KFG Insurance Agency, spending minimal time selling insurance policies.
Employment History
Current Registrations
Korhorn Financial Group
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
- Brandon Stoller, CFPKorhorn Financial Group
- Kevin Korhorn, CFP, ChFCKorhorn Financial Group
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- Brendon Handy, CFP, ChFCKorhorn Financial Group
- Joshua Fritzke, CFPKorhorn Financial Group
- Elijah Thomas, CFPKorhorn Financial Group