Benjamin Durfee is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Waupaca, WI, with 28 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
104 E Badger St, Waupaca, WI, 54981
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
May 2009Other Business Activities
Benjamin sold his insurance business and is being paid over 12 months. He is also a board member of the Waupaca County Natural Resources Foundation, a joint owner of a cottage rental, the owner of forest/farm land, and a managing member of an investment LLC.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 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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