Benjamin Taggard
Benjamin Taggard is a registered investment advisor at Trg Investment Advisors, LLC, based in Brattleboro, VT, with 27 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
Location
48 Harris Place, Brattleboro, VT, 05301
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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 independent insurance agent and a partner in Mesabi, LLC, dedicating a few hours per week to property development. He also serves as VP of Financial Services at Richards Inc., taking nearly full-time, and is involved in several real estate LLCs, spending minimal time on each.
Employment History
Current Registrations
Trg Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
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.