Benjamin Kurtis is a registered investment advisor at Mariner Independent, based in Bellingham, WA, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
1108 11th Street, Suite 305, Bellingham, WA, 98225
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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 a registered advisor with Mauro Capital Management, offering investment advisory services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Mariner Independent
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
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