Jasen Benton
Jasen Benton is a registered investment advisor at Onelegacy Advisors, LLC, based in Green Bay, WI, with 2 years of industry experience. Jasen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 19 clients with $5M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1150 Springhurst Drive, Suite Ll 205, Green Bay, WI, 54304
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1997Other Business ActivitiesSells Insurance
Jasen Benton is a licensed insurance agent and may offer clients advice or products related to insurance. This activity is investment-related.
Employment History
Current Registrations
Onelegacy Advisors, LLC
Previous Registrations
USA Financial Securities Corporation
State Registrations1 state
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.