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Benjamin Edwards

Benjamin F. Edwards & Company, Incorporated
40 Years of Experience
St. Louis, MO
2 DisclosuresBroker
View SEC Summary
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Benjamin Edwards is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 40 years of industry experience. Benjamin 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.

Benjamin F. Edwards & Company, Incorporated
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
—
View Full SEC Brochure

Location

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (2)
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
July 2008
Settled
Customer Dispute
June 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Benjamin is a director of CASS Information Systems, officer/chairman of the board for Benjamin Edwards, Inc., and a trustee for multiple family trusts. These activities involve attending meetings and managing investments, taking minimal time each month for each activity.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
May 2010 - Present · 16 yrs 5 mos
Benjamin F. Edwards & Company, INC.Broker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Bfe Asset Management, LLC
January 2010 - May 2010 · 4 mos
Wachovia Securities, LLCBroker
January 2008 - May 2008 · 4 mos
A. G. Edwards & Sons, INC.Broker
October 1985 - January 2008 · 22 yrs 3 mos
State Registrations6 states
CAFLILMOMTTX
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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