Benjamin Reeves is a CFP-designated registered investment advisor at Edward Jones, based in Platteville, WI, with 39 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
330 S Water St (Hwy 80/81), By SUPPZ Nutrition, Platteville, WI, 53818
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Benjamin is the owner of Vitality Plaza LLC, a commercial real estate business, spending minimal time on it. He also holds positions in several Lodgepros LLCs and Verrado Hospitality LLC, but reports no responsibilities for those entities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations40 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.
Exams
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