Benjamin Kollender is a registered investment advisor at Xml Financial Group, based in Fort Washington, PA, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 4,185 clients with $3B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | Included |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
500 Office Center Drive, Suite 103, Fort Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Xml Financial Group
Xml SecuritiesBroker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations9 states
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