BD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
76 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$876.5M
Fee Structure
Financial Planning:Investment management only
Fees are individually negotiated and can be structured as a percentage of investable assets. For the Funds, management fees typically range from 1% to 2% and are calculated and paid quarterly in advance. For fee-only investment management fiduciary and non-fiduciary services, fees typically range from 0.10% to 1.0% for ERISA plans and 0.10% to 2.0% for SMAs, billed in arrears at the end of each calendar quarter.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
1445 Ross Avenue, Suite 2700, Dallas, TX, 75202
Get directionsRegulatory History (1)
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Criminal
November 2012Final Disposition
Other Business Activities
Benjamin is an advisory agent at Commerce Street Investment Advisor, LLC since 2016. He is also a partner in Jela Interests, a family holding partnership, but it is an inactive entity and requires minimal time.
Employment History
Current Registrations
Commerce Street Investment Management
February 2016 - Present · 9 yrs 11 mos
Commerce Street Capital, LLCBroker
January 2016 - Present · 10 yrs
Previous Registrations
Realty Capital Securities, LLCBroker
March 2014 - December 2015 · 1 yr 9 mos
Cantor Fitzgerald & CO.Broker
January 2012 - May 2013 · 1 yr 4 mos
Esposito Partners, LLC
September 2008 - January 2012 · 3 yrs 4 mos
Esposito Securities, LLCBroker
April 2008 - January 2012 · 3 yrs 9 mos
State Registrations5 states
ILMONJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.