Benjamin Lies
Advisor at Delphi Advisers
Updated today
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.
Firm
Delphi Advisers
Location
Vancouver, WA 98661
Credentials
Series 65
Industry experience
11 years
About
Benjamin Lies is a financial advisor at Delphi Advisers with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2013 to 2019 before joining Delphi Advisers in 2019. Delphi Advisers provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-disciplinary investment approach combining global macro analysis with fundamental, technical, cyclical, and charting methods to manage portfolios, typically with discretionary authority and quarterly reviews.
Expertise
Based on Delphi Advisers
General retirement planning
Retirement withdrawal strategies
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for project-based financial planning ranging from $1,000 to $6,000.
$0 - $499,999: Negotiable $500,000 - $999,999: 1.00% annually $1,000,000 - $4,999,999: 0.90% annually $5,000,000+: 0.80% annually
Hourly rate for comprehensive financial planning is $400 per hour.
Comprehensive financial planning fees may be paid via 12 monthly payments after an initial $500 upfront payment.
Account minimum: $500,000 Fee-only: Comprehensive financial planning fees range from $1,500 to $6,000, based on an hourly rate of $400 per hour, negotiable. Fixed fees for project-based financial planning range from $1,000 to $6,000, negotiable.
Location
7018 Ne 40 Th Ave Ste 101
Vancouver, WA 98661
Most active in
Benjamin L has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
Work history
Delphi Advisers, LLC
2019 - Present (7 years)
Fisher Investments
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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