BC
BC

Benjamin Cline

2 Years of Experience
Minneapolis, MN
Broker

Benjamin Cline is a registered investment advisor at Van Clemens Wealth Management, LLC, based in Minneapolis, MN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
616 clients
Average Client Portfolio
$764K average
Assets Under Management
$470.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.

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Location

900 2nd Avenue South, Suite 1500, Minneapolis, MN, 55402

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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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Other Business Activities

Benjamin owns and operates Benjamin Cline Music, providing musical entertainment at weddings and events since April 2022. This activity takes about 10-20% of Benjamin's time.

Employment History
Current Registrations
Van Clemens Wealth Management, LLC
January 2024 - Present · 2 yrs 4 mos
Van Clemens & CO. IncorporatedBroker
September 2023 - Present · 2 yrs 8 mos
Van Clemens & CO. Incorporated
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.