Benjamin Sithens
Benjamin Sithens is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Alpharetta, GA, 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 Investment Management, Retirement Planning. Their firm serves 915 clients with $38B 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% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
Alpharetta, GA
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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 Activities
Benjamin is an investment advisor representative (IAR) at Sageview Advisory Group, LLC, providing advisory services. This takes about a quarter of his time, with most of the hours during trading hours.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Alliant Retirement Consulting
Cetera Wealth Services, LLCBroker
LPL Financial LLCBroker
Ing Financial Advisers, LLCBroker
Jackson National Life Distributors LLCBroker
Valubond Securities, INC.Broker
E*trade Securities LLCBroker
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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