Benjamin Young is a registered investment advisor at Central States Capital Markets, LLC, based in Prairie Village, KS, with 24 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $14M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
The maximum annual fee for portfolio management services is 1.25% of assets under management. The actual fee charged is a function of the asset allocation target for an account and the size of the account. Accounts with a 100% equity allocation target pay a maximum of 1.25%. Those with a 100% fixed income allocation target pay a maximum of 0.75%. These fees are for 100% equity. There are discounts for fixed income allocations. For equity income portfolios, CSCM may offer a performance-based fee structure where you pay a base management fee plus a variable performance fee, but the total will not exceed 1.25% per year. You can also elect to pay a fixed 1.00% annual management fee.
Fee Estimator
Location
4200 W 83rd Street, Suite 101, Prairie Village, KS, 66208
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Benjamin is an associate/consultant for Independent Appraisal Management, working on a software tracking system and spending about 10-20% of his time on this. He also owns EAA Holding LLC, a parent company for purchasing commercial appraisal companies, with no compensation.
Employment History
Current Registrations
Central States Capital Markets, LLC
Central States Capital Markets, LLCBroker
Previous Registrations
Northland Securities, INC.Broker
Northland Asset Management
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Dewaay Capital Management
Dewaay Financial Network, LLCBroker
Ruan Securities CorporationBroker
Gold Capital Management INC.Broker
State Registrations6 states
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.