Benjamin Haas
Benjamin Haas is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Kutztown, PA, with 19 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
172 West Main Street, Kutztown, PA, 19530
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Benjamin is an agent for US Insurance Brokers selling non-variable insurance, including disability, accident, health, life, and long-term care, dedicating about a quarter of his time. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending nearly full-time on this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLC
U.S. Financial Advisors
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.