Benjamin Oliver
Benjamin Oliver is a CFP-designated registered investment advisor at Acorn Wealth Advisors, LLC, based in Grand Blanc, MI, with 10 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 809 clients with $560M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. For smaller accounts, including SEP and Simple IRAs, Acorn Wealth offers the American Funds Service Company Program that provides Class F-2 shares and Class 529 F-2 shares allowing investors to purchase shares of mutual funds for an annual asset-based fee of 0.85%.
Fee Estimator
Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439
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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 works as a financial advisor for OLV Investment Group, focusing on insurance sales and services, dedicating nearly full-time hours. He is also a farmer/partner at St. Anastasia Farms, spending about 10-20% of his time on animal husbandry, sales, and hay production. Additionally, Benjamin works as an agent for OLV Insurance Agency, spending minimal time on insurance sales and services.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Spc
Sigma Financial CorporationBroker
State Registrations1 state
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