Benjamin Burbedge
Benjamin Burbedge is a registered investment advisor at Osaic Wealth, INC., based in Granger, IN, with 29 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Granger, IN
Get directionsHistory
Regulatory History (8)
Criminal
August 2022Customer Dispute
March 2011Customer Dispute
September 2009Customer Dispute
August 2008Customer Dispute
June 2008Customer Dispute
March 2008Customer Dispute
December 2007Customer Dispute
April 2006Other Business Activities
Benjamin is a financial advisor at Financial Partners Group, dedicating full-time hours to this role. He is also the President of Burbedge Asset Management LLC, which he uses to pay his assistant at Financial Partners Group, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
E*trade Securities LLCBroker
E*trade Advisory Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Mcdonald Investments INC.Broker
Tasin & Company, INC.Broker
H G IBroker
State Registrations7 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.