Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Advisor Information
Office location
3009 Sylvannia Dr, Raleigh, NC, 27607
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 a producing agent for Crump Life Insurance Services since 2013 and The Pinnacle Group since 2015, selling life, disability, long-term care, and fixed/indexed annuities, dedicating minimal time and a few hours per week, respectively. He also uses Yarrell Creek Wealth as a DBA for his investment and financial planning business since 2018.