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Michele Stuban-Peters

44 Years of Experience
Canton, OH
1 DisclosureBroker

Michele Stuban-Peters is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Canton, OH, with 44 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4833 Munson Ave Nw, Canton, OH, 44718

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2001
Denied
Other Business Activities

Michele owns one residential rental property and co-owns another with siblings in Canton, OH, since 2001. This activity requires minimal time commitment.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
October 2015 - Present · 11 yrs
Benjamin F. Edwards & Company, INC.
October 2015 - Present · 11 yrs
Benjamin F. Edwards & Company, INC.Broker
October 2015 - Present · 11 yrs
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - October 2015 · 12 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2015 · 12 yrs 3 mos
Prudential Securities Incorporated
September 1999 - July 2003 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
February 1982 - July 2003 · 21 yrs 5 mos
State Registrations14 states
ARAZCAFLGAHIMIMONJNYOHPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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