Philip Bensley
Philip Bensley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oxford, CT, with 25 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
90 Oxford Road, Oxford, CT, 06478
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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 Activities
Philip is involved with Nancy S Daoud & Associates since 2010, dedicating about a quarter of his time. This activity is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Auerbach Grayson & Company IncorporatedBroker
Axes, LLCBroker
Michael P. O'keefe INC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Robert Fleming INC.Broker
State Registrations35 states
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