Benjamin Zagorski is a registered investment advisor at Right Investment Team LLC, based in Avon, OH, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Avon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Benjamin is the owner and sole proprietor of Accounting Team LTD, providing tax preparation and accounting services since 2007. He oversees daily operations, dedicating full-time during tax season and about half his time during the rest of the year.
Employment History
Current Registrations
Right Investment Team LLC
Previous Registrations
H.D. Vest Advisory Services, INC
Archer Investment Corporation
State Registrations1 state
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