Benjamin Hein is a CFA, CFP-designated registered investment advisor at Oac Capital Advisors LLC, based in Miami Beach, FL, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OAC Capital Advisors charges a fee based on the value of your portfolio. This fee is set when you sign an agreement and generally ranges from 0.4% to 2.0% per year. The exact fee depends on the size and complexity of your portfolio. Alternatively, or additionally, a fixed annual fee may be charged, ranging from $10,000 to $250,000 or more. Fees are negotiable and may be discounted for family members of staff.
Location
Miami Beach, FL
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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.
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Benjamin is involved with numerous international investment-related entities as a director or consultant, dedicating minimal time to each. He also works as a real estate salesperson and is a board member of a condominium association, both requiring minimal time.
Employment History
Current Registrations
Oac Capital Advisors LLC
Previous Registrations
Octogone Na
Clairmont Investment Advisors LLC
Bigsur Wealth Management, LLC
Efg Capital Advisors INC.
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.