Jeffrey Benson
Jeffrey Benson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sycamore, IL, with 38 years of industry experience. Jeffrey 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
1205 De Kalb Avenue, Sycamore, IL, 60178
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey acts as an agent advising clients on insurance products and owns Benson Advisory Services & Asset Management and Osaic Wealth, Inc., offering financial planning and solicitor services. He also provides tax preparation services and is a church council member, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Benson Advisory Services & Asset Management
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
State Registrations16 states
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