BT
CFP
BT
CFP

Benjamin Darrow Thornhill

21 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,377 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Equity and Balanced Accounts Program. Fees are negotiable.

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

18101 Von Karman Avenue, Ste 700, Irvine, CA, 92612

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History

Regulatory History (1)
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Employment Separation After Allegations
July 1989
Employment History
Current Registrations
First Foundation Advisors
April 2004 - Present · 21 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.