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ChFC
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ChFC

Benjamin Wilson

23 Years of Experience
Lombard, IL

Benjamin Wilson is a ChFC-designated registered investment advisor at Hunter Capital Management, based in Lombard, IL, with 23 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. Their firm serves 470 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
470 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Hunter Capital Management does not charge fees for its limited advisory accounts. Clients pay per-trade commissions to Charles Schwab, generally ranging from $0 to $25. Clients may also incur other charges and expenses associated with their account at Schwab. If a client invests in the mutual fund that Hunter Capital Management manages, the client will pay the mutual fund's expenses, including the management fee that Hunter Capital Management charges the mutual fund.

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Location

377 E. Butterfield Road, Suite 220, Lombard, IL, 60148

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hunter Capital Management
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Pwmco, LLC
June 2014 - June 2020 · 6 yrs
Pwmco, LLCBroker
March 2002 - July 2020 · 18 yrs 4 mos
State Registrations7 states
CTGAKSMAMOTXVA
Advisor

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
No exam information available for this advisor.
Benjamin Wilson - Financial Advisor | TrueAdvisor