Benjamin Reynoso
Benjamin Reynoso is a registered investment advisor at Fcg Wealth Management LLC, based in Visalia, CA, with 26 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 108 clients with $25M 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 | 1.50% |
Advisory fees are negotiable at the sole discretion of the advisor and can reach up to 1.50% annually.
Fee Estimator
Location
Visalia, CA
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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 since 2000, spending approximately 60 hours per month on fixed/traditional insurance. He is also a sole proprietor of FCG Wealth Management since 2022, dedicating full-time hours to this registered investment advisor role, including life insurance sales.
Employment History
Current Registrations
Fcg Wealth Management LLC
Previous Registrations
Modern Capital Advisors, LLC
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, 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.
Exams
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