Benjamin Linser
Benjamin Linser is a CFP-designated registered investment advisor at Family Wealth Advisory Group, LLC, based in Cincinnati, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 219 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum annual fee is $6,500. Investment supervisory agreements without planning carry a flat 1.00% fee with no minimum.
Fee Estimator
Location
7359 East Kemper Road, Suite A, Cincinnati, OH, 45249
Get directionsHistory
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 →Employment History
Current Registrations
Family Wealth Advisory Group, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Cambridge Investment Research, INC.Broker
Fidelity Brokerage Services LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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
More Advisors
- Robert Grossheim, CFPFamily Wealth Advisory Group, LLC
- Jamie Caudill, CFPAdvice and Planning Services
- Amanda Simmons, CFPMariner
- Joseph Hack, CFPMai Capital Management, LLC
- Michael Yannucci, CFPCommonwealth Financial Network
- Joseph Patterson, CFPFoster & Motley INC