DH
CFP
DH
CFP

Debasish Hajra

33 Years of Experience
St. Louis, MO
4 DisclosuresBroker

Debasish Hajra is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 33 years of industry experience. Debasish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (4)
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.
Regulatory
August 2021
Final
Employment Separation After Allegations
November 2019
Employment Separation After Allegations
February 2001
Customer Dispute
January 2001
Settled
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
January 2020 - Present · 6 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
December 2019 - December 2019 · 0 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2019 · 11 yrs 11 mos
Wells Fargo Clearing Services, LLC
January 2008 - December 2019 · 11 yrs 11 mos
A. G. Edwards & Sons, INC.
April 2005 - January 2008 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
March 2001 - January 2008 · 6 yrs 10 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
April 1992 - March 2001 · 8 yrs 11 mos
State Registrations14 states
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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.