Broker Check

2610 Trinity Drive, Ste. 10
Los Alamos , NM 87544

LinkedIn

Ben Bouman

(505) 500-8420

 

Products & Services

 As an Financial Advisor at an independently managed firm, I am able provide assistance in the following areas, provided by the best carriers:

Fee Based Services

  • Fee based asset management
    • $50,000 - $100,000      2.25%
    • $100,001 - $250,000    1.50%
    • $250,001 - $500,000    1.25%
    • $500,001 - $1m            1.00%
    • $1,000,001 - $2.5m        .75%
    • $2,500,001 <                  .50%
  • IRAs and retail accounts
  • Advisory for Self Directed Brokerage Accounts, 401(k), 403(b), 457 plans
  • Self Directed Brokerage Accounts not subject to fee schedule              

Transactional Investments

  • IRAs and retail accounts
  • Annuities (variable and fixed index)
  • Alternative Investments 
    • Real Estate Investment Trusts, REITs
    • Business Development Corporations, BDCs 
  • Insurances
    • Life
    • Long Term Care, LTC
    • Disability

Business Services

  • SEP IRA
  • Simple IRA plans
  • ERISA plans
  • Money purchase plans
  • Key employee Life Insurances
  • Buy - Sell agreements  

Financial Planning

  • Retirement planning
  • Estate planning
  • Wealth transfer
  • Charitable gifting

Insurance Services

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Buy-Sell agreements
  • Key employee insurance