David Benning
David Benning is a registered investment advisor at Logan Park Wealth Management, based in Minneapolis, MN, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 408 clients with $460M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable at the sole discretion of the advisor. A minimum annual fee of $3,000 generally applies to accounts under $500,000. Cash management services range from 0.10% to 0.25%. Trust services add 0.25% to 0.50% depending on asset size.
Fee Estimator
Location
121 S. 8th Street, Suite 1110, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
David is a partner in RMB Skyway LLC, a personal service corporation that receives rent from tenants and holds a lease, dedicating a few hours per week to this activity. David is also a licensed insurance professional.
Employment History
Current Registrations
Logan Park Wealth Management
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.
Exams
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