Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on a percentage of assets under management, ranging from 0.10% to 2.00%. Financial planning fees are either fixed (ranging from $1,000 to $5,000) or hourly ($50 to $400 per hour), depending on the complexity of the situation. Additional fees may apply for Tax Overlay Services (0.10% per annum) and Socially Responsible Investing Services (0.10% per annum). Fees are negotiable and outlined in the client agreement.
Areas of Practice
Advisor Information
Office location
1499 Gulf to Bay Blvd, Clearwater, FL, 33755
Get directionsRegulatory History
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 advisor development consultant for Universal Financial Consultants, focusing on insurance and tax businesses, dedicating nearly full-time hours. He also engages in wholesale insurance sales through Clark Wealth, LLC, but spends minimal time on this activity.