Benjamin Green is a registered investment advisor at Pacific Wealth Advisory, LLC, based in Spokane Valley, WA, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $21M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
For income portfolios the annual management fee shall be no greater than 0.8%. The annual fee may be negotiable.
Fee Estimator
Location
12121 E Broadway Ave, Bldg 5A, Spokane Valley, WA, 99206
Get directionsHistory
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 Activities
Benjamin is a managing partner/CPA at Thrive CPA, PLLC, dedicating full-time hours to this role. He also owns commercial and residential rental properties, requiring minimal time commitments.
Employment History
Current Registrations
Pacific Wealth Advisory, LLC
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.