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Benjamin Porras

Arrowroot Family Office, LLC

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About Benjamin Porras

Benjamin Porras is an investment advisor representative at Arrowroot Family Office, LLC. Benjamin has been in the financial services industry since 2003. Benjamin is a Chartered Financial Analyst and has experience in financial planning, portfolio management, and educational seminars. Benjamin has a current registration with the state of California as an Investment Advisor Representative. Benjamin has experience working with high net worth individuals, pooled investment vehicles, and pension and profit sharing plans.

Firm Information

Benjamin Porras is currently registered with Arrowroot Family Office, LLC. Arrowroot Family Office, LLC is a registered investment advisor based in Marina del Rey, CA. The firm provides financial planning, portfolio management, and educational seminars for individuals, high-net-worth individuals, and pooled investment vehicles. They manage approximately $308,775,317 in assets, with $284,511,655 of those under discretionary management.
Arrowroot Family Office, LLC

4553 GLENCOE AVENUE

MARINA DEL REY, CA 90292

$308.78M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Benjamin Porras’s Registration & Firm History

CA

02/20/2019 - Present

Arrowroot Family Office, LLC (MARINA DEL REY CA)

CA

10/27/2003 - 08/08/2011

CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)

CA

02/24/2003 - 09/26/2003

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 05/05/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Porras.
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