Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Advisor Information
Office location
14 Marlyn Drive, Burnt Hills, NY, 12027
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is an Investment Advisor Representative with Wealthcare Advisory Partners LLC and a Registered Representative with LPL Financial LLC, dedicating nearly all of his time to these roles. He also engages in non-variable insurance activities through Watchtower Financial Network and provides investment advisory services through Wealthcare Advisory Partners LLC.