Benjamin Redfield is a registered investment advisor at Blue Water Asset Management, based in Grand Rapids, MI. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 879 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
879 clients
Average Client Portfolio
$440K average
Assets Under Management
$386.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The advisory fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525

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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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Employment History
Current Registrations
Blue Water Asset Management
May 2025 - Present · 11 mos
State Registrations1 state
MI
Advisor

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.