Andrew Benton
Andrew Benton is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Lincoln, NE, with 38 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
4101 Pioneer Woods Drive, Suite 100, Lincoln, NE, 68506
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
September 1998Other Business Activities
Andrew is a 50% owner of Benton Associates LLC, pasture land for farm animals, dedicating minimal time. He also serves as a fiduciary/trustee for the Nancy Benton Family Trust and on the board of directors for the Lamp of Learning Educational Foundation.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations27 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.