Donald Benson is a CFP-designated registered investment advisor at Pvg Asset Management CORP, based in Oneonta, NY, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,983 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PVG Asset Management typically charges a base management fee of 2%, but this is frequently negotiated lower based on client circumstances, account size, and source. Fees are generally billed quarterly in advance, either directly to the client's account or to the client, depending on instructions. PVG may also bill in arrears for some platforms or direct accounts. Besides management fees, clients may incur charges from their selected broker/custodian, such as custodial fees, trading commissions, and internal fund charges.
Location
28 Oneida St, Oneonta, NY, 13820
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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
Donald owns Benson Wealth Management LLC, providing office services, and Donald M Benson CPA PA, where he prepares tax returns and conducts audits. He also owns Benson Financial Services, where he sells insurance, and Donald Benson CPA PC, an accounting and tax preparation service, and Bensons Overlook, providing landlord services.
Employment History
Current Registrations
Pvg Asset Management CORP
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
Securities America, INC.Broker
Pittsford Capital Markets, INCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.