Stuart Benjamin
Stuart Benjamin is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Vestabia, AL, with 41 years of industry experience. Stuart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
4924 Cahaba River Road, Vestabia, AL, 35243
Get directionsHistory
Regulatory 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
Stuart sells fixed insurance products since 1978 and is the president and owner of The Benjamin Group since 2006, dedicating full-time hours to it. He is also a co-owner of Tree Top Financial Group LLC, established to facilitate securities, advisory, and insurance business, dedicating full-time hours to it as well.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
The Benjamin Group
Mony Securities CorporationBroker
State Registrations21 states
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.