Benjamin Melton
Benjamin Melton is a registered investment advisor at Osaic Wealth, INC., based in Vienna, VA, with 34 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
8219 Leesburg Pike, Suite 200, Vienna, VA, 22182
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Financial
July 2019Criminal
August 1981Other Business ActivitiesSells Insurance
Benjamin sells and services various insurance products, including accident and health, disability, indexed and fixed annuities, health savings accounts, life insurance, life settlements, and long-term care insurance, dedicating about 10-20% of his time to this. He is also an ordained minister and owns two LLCs for music publishing, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
PNC InvestmentsBroker
PNC Investments
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Bb&t Investment Services, INC.Broker
Lm Financial Partners, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Central Fidelity Securities, INC.Broker
Jmc Financial CorporationBroker
Copeland Equities, INC.Broker
State Registrations3 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.