Benjamin Martinek is a CFP-designated registered investment advisor at Bona Fide Finance, based in Mandan, ND, with 11 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 51 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory services are included at no additional charge for clients using Bona Fide Finance's Ongoing Comprehensive Planning service and are not offered as a stand-alone service. This does not include fees charged by outside managers. Betterment charges an annual fee of up to 0.15% of account balances and DFA charges an annual fee of 0.29% of securities held in the account.
Contact
Benjamin Martinek
Location
Mandan, ND
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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.
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Benjamin is a co-founder of Magni Publicani LLP, operating as Student Loan Tax Experts. This activity takes about a quarter of his time.
Employment History
Current Registrations
Bona Fide Finance
Previous Registrations
Melissa Bunton DBA Artisan Finance
Thrivent Investment Management INC.
State Registrations4 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.
Exams
Additional Information
I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense