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Richard Boehm

Benjamin F. Edwards & Company, Incorporated
34 Years of Experience
Pensacola, FL
1 DisclosureBroker
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Richard Boehm is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Pensacola, FL, with 34 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Pensacola, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
February 2026 - Present · 8 mos
Benjamin F. Edwards & Company, INC.Broker
February 2026 - Present · 8 mos
Benjamin F. Edwards & Company, INC.
February 2026 - Present · 8 mos
Previous Registrations
Stifel Independent Advisors, LLC
May 2009 - February 2026 · 16 yrs 9 mos
Stifel Independent Advisors, LLCBroker
May 2009 - February 2026 · 16 yrs 9 mos
Citigroup Global Markets INC.
April 1995 - May 2009 · 14 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - May 2009 · 15 yrs 10 mos
Lehman Brothers INC.Broker
January 1992 - July 1993 · 1 yr 6 mos
State Registrations11 states
ARCOFLIAILMONVOHTNTXVA
AdvisorBrokerBoth

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.
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