Benjamin Gutstein is a registered investment advisor at White Crest Capital, based in Glencoe, IL, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $11M 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 $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for assets over $5,000,001.
Fee Estimator
Location
Glencoe, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
White Crest Capital
State Registrations2 states
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