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CFP

David Benfer

Veery Capital, LLC
32 Years of Experience
West Chester, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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David Benfer is a CFP-designated registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 314 clients with $970M in assets under management.

Veery Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
314 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$971.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.15%
$1.0M - $2.0M0.81%
$2.0M - $3.0M0.56%
$3.0M - $4.0M0.39%
$4.0M - $5.0M0.26%
$5.0M - $10.0M0.17%
$10.0M - $15.0M0.11%
$15M+0.07%

Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

24 W Market Street, West Chester, PA, 19382

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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
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is dually-registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He is also an independent insurance agent and provides 401k participant education.

Employment History
Current Registrations
Veery Capital, LLC
October 2018 - Present · 8 yrs
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - Present · 8 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2012 - October 2018 · 6 yrs
Cambridge Investment Research, INC.Broker
October 2012 - October 2018 · 6 yrs
Securian Financial Services, INC.
February 2012 - October 2012 · 8 mos
Securian Financial Services, INC.Broker
March 2004 - October 2012 · 8 yrs 7 mos
New England Securities Corporation
July 2002 - March 2004 · 1 yr 8 mos
New England SecuritiesBroker
February 1994 - March 2004 · 10 yrs 1 mo
State Registrations9 states
CTDCDEFLMDNJNYPATX
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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