BK
BK
Benjamin Kusner
26 Years of Experience
Birmingham, MI
1 Disclosure
Benjamin Kusner is a registered investment advisor at Kmg Fiduciary Partners, LLC, based in Birmingham, MI, with 26 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,338 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,338 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.6B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
KMG Fiduciary Partners may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
401 S. Old Woodward, Suite 300, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2011Settled
Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
November 2010 - January 2020 · 9 yrs 2 mos
Morgan Stanley
November 2010 - January 2020 · 9 yrs 2 mos
UBS Financial Services INC.
February 2007 - November 2010 · 3 yrs 9 mos
UBS Financial Services INC.Broker
February 2007 - November 2010 · 3 yrs 9 mos
Mcdonald Investments INC.
May 2003 - February 2007 · 3 yrs 9 mos
Mcdonald Investments INC.Broker
October 1999 - February 2007 · 7 yrs 4 mos
State Registrations2 states
FLMI
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.