BS
BS

Benjamin Seamans

24 Years of Experience
Fairfax, VA
BrokerSells Insurance

Benjamin Seamans is a registered investment advisor at Aspect Partners, LLC, based in Fairfax, VA, with 24 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, Investment Management, and 2 more. Their firm serves 419 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
419 clients
Average Client Portfolio
$840K average
Assets Under Management
$351.9M

Fee Structure

Planning is included in investment management (also available separately)

Aspect Partners offers two investment management services:

  • Asset Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.00%.
  • Comprehensive Portfolio Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.25%.

Fees are calculated monthly based on the average daily value of your account and are negotiable. These fees do not include fees charged by third-party money managers, if used.

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Location

2677 Prosperity Ave, Suite 380, Fairfax, VA, 22031

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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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Other Business ActivitiesSells Insurance

Benjamin is an insurance agent offering various insurance products, including accident, disability, and life insurance, since 2006. This activity requires minimal time.

Employment History
Current Registrations
Aspect Partners, LLC
November 2022 - Present · 3 yrs 6 mos
Private Client Services, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Almanack Investment Partners
July 2020 - November 2022 · 2 yrs 4 mos
Lincoln Financial Advisors Corporation
August 2012 - July 2020 · 7 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 2006 - July 2020 · 14 yrs 1 mo
Signator Investors, INC.Broker
April 2003 - June 2006 · 3 yrs 2 mos
New England SecuritiesBroker
October 2001 - March 2003 · 1 yr 5 mos
State Registrations8 states
CTFLMANJNYOHTXVA
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.
Benjamin Seamans - Financial Advisor | TrueAdvisor