Benjamin Roth is a ChFC-designated registered investment advisor at &partners, based in Fairbanks, AK, with 34 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
907 University Ave, Fairbanks, AK, 99709
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a co-owner of SBS Retirement Consultants, LLC, spending about half his time on securities, advisory, and insurance business. He also sells fixed insurance and is involved in several real estate and management companies, dedicating minimal time to those ventures.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations30 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
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