TrueAdvisor
TrueAdvisor
BB
BB

Benjamin Brainard

Seacrest Wealth Management, LLC
25 Years of Experience
Medford, OR
BrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Brainard is a registered investment advisor at Seacrest Wealth Management, LLC, based in Medford, OR, with 25 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B in assets under management.

Seacrest Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3255 Hillcrest Park Drive, Suite 108, Medford, OR, 97504

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin is a registered investment advisor at Seacrest Wealth Management, dedicating nearly full-time hours to this role. He also owns Ashland Greenhouses, a greenhouse farm, spending about a quarter of his time on general maintenance. Additionally, Benjamin is an agent at PKS Financial Services selling fixed insurance products, but the time commitment is not specified.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
May 2011 - Present · 15 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - April 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2009 · 2 yrs
Morgan Stanley
May 2003 - April 2007 · 3 yrs 11 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations4 states
AKCAIDOR
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Medford, OR →All financial advisors in Oregon →