Benjamin Schaefer
Benjamin Schaefer is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 29 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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 | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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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 an agent selling traditional insurance, fixed annuities, disability, and long-term care insurance through Wealth Enhancement Group, LLC, dedicating minimal time to this activity. He is also a registered investment advisor with Wealth Enhancement Advisory Services, LLC, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations36 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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