Unclaimed
Benjamin Allen is a financial advisor at Advisory Alpha, LLC. Benjamin holds a Certified Financial Planner designation and has been in the industry since 2019. Benjamin's practice specializes in portfolio management for individuals and businesses as well as financial planning. The advisor works with a variety of clients, including high-net-worth individuals, other investment advisors, pension plans, and individuals. Benjamin's firm, Advisory Alpha, LLC, is located in Holland, Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
10/03/2022 - Present
Advisory Alpha, LLC (HOLLAND MI)
Active
Inactive
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