Barrett Benson
Barrett Benson is a registered investment advisor at Benson Wealth Management, INC., based in Ooltewah, TN, with 24 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 215 clients with $120M 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 | 1.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
Ooltewah, TN
Get directionsHistory
Regulatory History (1)
Regulatory
August 2023Employment History
Current Registrations
Benson Wealth Management, INC.
Infinity Financial ServicesBroker
Previous Registrations
Spelts Wealth Management, INC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Securities USA, INC.Broker
Securities America, INC.Broker
State Registrations4 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.