Benjamin Marler
Benjamin Marler is a registered investment advisor at Saturna Capital Corporation, based in Bellingham, WA, with 2 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 91 clients with $8.6B 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 $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee also includes a flat $2,500 base fee in addition to the percentage rates. Minimum annual fee is $5,000.
Fee Estimator
Location
1300 N State St., Bellingham, WA, 98225-4730
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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 is an adjunct instructor in business at Southern New Hampshire University since September 2023. He devotes minimal time to this activity.
Employment History
Current Registrations
Saturna Capital Corporation
Saturna Brokerage Services, INCBroker
State Registrations52 states
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
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