Benjamin Chamberlain
Benjamin Chamberlain is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Burnt Hills, NY, with 25 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
14 Marlyn Drive, Burnt Hills, NY, 12027
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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 Investment Advisor Representative with Wealthcare Advisory Partners LLC and a Registered Representative with LPL Financial LLC, dedicating nearly all of his time to these roles. He also engages in non-variable insurance activities through Watchtower Financial Network and provides investment advisory services through Wealthcare Advisory Partners LLC.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Equity Services, INC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
Metlife Securities INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 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.