Benjamin Kuhlman is a registered investment advisor at Valentine Wealth Management, based in Seymour, IN. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 36 clients with $21M 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 - $2.0M | 0.75% |
| $2M+ | 0.40% |
Investment Management Services are only available for clients participating in Ongoing Financial Planning Services. The minimum annual fee for Investment Management Services is $4,000. Fees are negotiable.
Fee Estimator
Location
Seymour, IN
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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 Activities
Benjamin works as support staff for Forman Investment Services, a DBA/support company, since May 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Valentine Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.