BB
BB

Benjamin Julius Borrelli

1 Year of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Manitou Beach, MI

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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 ActivitiesSells Insurance

Benjamin is a general agent for Knights of Columbus Insurance since 2012, selling life insurance, long-term care, disability income, and fixed annuities, taking nearly full-time hours. Benjamin also owns BRE, LLC, which owns his office building and generates rental income from his insurance work.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
June 2024 - Present · 1 yr 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Benjamin Julius Borrelli - Financial Advisor | TrueAdvisor