Benjamin Michalski
Benjamin Michalski is a registered investment advisor at Paragon Capital Management, based in Denver, CO, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 185 clients with $1.2B 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 | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum annual fee of $7,000. Fees may be negotiable.
Fee Estimator
Location
999 18th St., Ste 1401, Denver, CO, 80202
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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 ActivitiesSells Insurance
Benjamin is an insurance agent providing fixed/traditional insurance advice, starting in July 2024. This activity takes a few hours per week and occurs during trading hours.
Employment History
Current Registrations
Paragon Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Tedstrom Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Capital, INC.Broker
Edward Jones
Edward JonesBroker
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.