Donald Benson
Donald Benson is a CFP-designated registered investment advisor at Pvg Asset Management CORP, based in Cocoa Beach, FL, with 27 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 240 clients with $620M 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% |
PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source, such as sub-advisory relationships.
Fee Estimator
Location
1980 N Atlantic Ave, Cocoa Beach, FL, 32931
Get directionsHistory
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.
Exams
More Advisors
- Jason Carey, ChFCEdward Jones