Adam Benedict
Adam Benedict is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Roseville, CA, with 27 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1186 Roseville Parkway, Suite 180, Roseville, CA, 95678
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business Activities
Adam is a Girls Golf Booster Rep for Folsom High Athletic Boosters since 2020 and an Assistant Golf Coach for Folsom High School since 2021. Both activities are not investment related and take about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations20 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.