Benjamin Warren
Advisor at Tumwater Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tumwater Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702
Credentials
CFA®, Series 63, Series 66
Industry experience
18 years
Benjamin Warren is a CFA® charterholder with 18 years of industry experience. He is the sole advisor at Tumwater Wealth Management, LLC, where he has worked since 2019. Prior to that, he was with Rathbone Warwick Investment Management LLC from 2014 to 2018. He serves as a board member for Northwest Christian Credit Union. Tumwater Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using modern portfolio theory, fundamental and cyclical analysis, and quantitative models.
Based on Tumwater Wealth Management, LLC
Based on Tumwater Wealth Management, LLC
Pension consulting fixed fees between $1,500 and $10,000, negotiable
$0 - $500,000: up to 0.60% annually $500,000+: up to 1.20% annually All Assets+: up to 0.875% annually (Pension Consulting)
Comprehensive financial planning fees up to $299 per month
Account minimum: $5,000 Fee-only: Financial planning fee $3,588 annually or $299 per month; financial planning included at no additional cost for clients with assets over $500,000
110 W Main St
Boise, ID 83702
California · Idaho · Texas
Tumwater Wealth Management, LLC
2019 - Present (7 years)
Rathbone Warwick Investment Management Llc
2014 - 2018 (4 years)
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