Broker Check

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

LinkedIn

Ben Bouman

(505) 500-8420

 

Products & Services

 As an Independent Investment Advisory firm, We are able to provide assistance in the following areas, provided by well known carriers:

Fee Based Services

  • Advisory Account Management Fees


  • $25,000 - $250,000                 1.25%
  • $250,001 - $1,000,000            1.00%
  • $1.000,001 - $1,250,000           .80%
  • $1,250,001 - $2,500,000           .70%
  • $2,500,001 - $5,000,000           .60%
  • $5,000,001 +                             .50%


  • Retirement and Non-retirement accounts
  • Third Party Asset Management for Self Directed Brokerage Accounts, 401(k), 403(b), 457 plans
    • Self Directed Brokerage Accounts not subject to fee schedule              

Transactional Investments

  • Retirement and Non-retirement
  • 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