BD
CFP · ChFC
BD
CFP · ChFC

Benjamin Debock

9 Years of Experience
Edwardsburg, MI
Sells Insurance

Benjamin Debock is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$417K average
Assets Under Management
$934.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.

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

Location

69550 M-62, Edwardsburg, MI, 49112

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin works at Korhorn Financial Group, Inc., as a tax preparer at KFG Tax & Business Services, and as an insurance agent at KFG Insurance Agency. He also participates in BNI and Young Life Michiana, and operates a rental property.

Employment History
Current Registrations
Korhorn Financial Group
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Silver Oak Securities, IncorporatedBroker
June 2017 - September 2022 · 5 yrs 3 mos
Kfg Wealth Management, LLC
February 2017 - December 2021 · 4 yrs 10 mos
State Registrations2 states
INMI
Advisor

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
No exam information available for this advisor.
Benjamin Debock - Financial Advisor | TrueAdvisor