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Benjamin Rinkey

Illumination Wealth Management
13 Years of Experience
3 Disclosures
View SEC Summary
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Benjamin Rinkey is a registered investment advisor at Illumination Wealth Management, based in San Diego, CA, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $380M in assets under management.

Illumination Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
220 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$377.3M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100KIncluded
$100K - $250K1.50%
$250K - $500K1.35%
$500K - $1000K1.20%
$1.0M - $3.0M1.00%
$3M+0.90%

Fees are negotiable. Minimum fee of $1,500 applies to accounts under $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11622 El Camino Real, Suite 100, San Diego, CA, 92130

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997
Settled
Customer Dispute
September 1996
Settled
Customer Dispute
April 1995
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Illumination Wealth Management
April 2014 - Present · 12 yrs
Previous Registrations
Ben Rinkey and Associates, LLC
April 2014 - December 2016 · 2 yrs 8 mos
Globalbridge
September 2012 - November 2013 · 1 yr 2 mos
State Registrations4 states
CAFLMNTX
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.