RB
RB
Robert Benning
31 Years of Experience
Streator, IL
4 Disclosures
Robert Benning is a registered investment advisor at Wealth Accumulation & Preservation, INC., based in Streator, IL, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 290 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
290 clients
Average Client Portfolio
$140K average
Assets Under Management
$40.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
201 Danny'S Drive, Suite 3, Streator, IL, 61364
Get directionsHistory
Regulatory History (4)
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Regulatory
May 2011Final
Regulatory
July 2004Final
Employment Separation After Allegations
March 2002Customer Dispute
January 2002Settled
Employment History
Current Registrations
Wealth Accumulation & Preservation, INC.
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Capital Securities Investment CorporationBroker
February 2008 - December 2010 · 2 yrs 10 mos
Oakbrook Financial Group, LLCBroker
February 2004 - January 2008 · 3 yrs 11 mos
Ffp Securities, INC.Broker
April 1997 - March 2002 · 4 yrs 11 mos
Franklin Financial Services CorporationBroker
April 1996 - December 1996 · 8 mos
Pruco Securities CorporationBroker
January 1990 - April 1996 · 6 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
January 1990 - December 1993 · 3 yrs 11 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.