Benjamin Baehr is a registered investment advisor at Insight Total Stewardship, based in Havertown, PA. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 183 clients with $20M 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 $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For assets held away, the fees are: - **$0-$99,999** — 0.75% per year - **$100,000-$249,999** — 0.675% per year - **$250,000-$499,999** — 0.60% per year - **$500,000-$999,999** — 0.525% per year - **$1,000,000 and up** — 0.45% per year
Fee Estimator
Location
525 West Chester Pike, Suite 312, Havertown, PA, 19083
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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
Insight Total Stewardship
State Registrations1 state
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