Benjamin Peress is a registered investment advisor at Cary Street Partners, based in McLean, VA, with 23 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
6862 Elm Street, Suite 205, McLean, VA, 22101
Get directionsHistory
Regulatory History (1)
Regulatory
September 1994Other Business Activities
Benjamin is a member of WRE Hendersonville, LLC. This activity is not investment-related.
Employment History
Current Registrations
Cary Street Partners
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
Outfitter Advisors, LTD.
Outfitter Financial CORP.
Foxhall Capital Management, INC.
Friedman, Billings, Ramsey & CO., INC.Broker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations8 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
More Advisors
- Ross Anderson, CFPMercer Global Advisors INC.
- Blake Willis, CFPModera Wealth Management, LLC
- Joseph Young, CFPMercer Global Advisors INC.
- Peter Daniels, CFPCommonwealth Financial Network
- Yohanna Gorfu, CFP
- Brian Oberle, CFPMercer Global Advisors INC.