Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
10,049 clients
Average Client Portfolio
$671K average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1M+0.75%

Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.

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

231 Fairview Avenue, Hammonton, NJ, 08037

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin owns rental real estate property that is professionally managed. The net profit is $250 per month before expenses, and this activity is not investment-related.

Employment History
Current Registrations
Kingsview Wealth Management, LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Edward Jones
June 2010 - January 2017 · 6 yrs 7 mos
Edward JonesBroker
May 2010 - January 2017 · 6 yrs 8 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Benjamin John Ott - Financial Advisor | TrueAdvisor