Benjamin Longo
Benjamin Longo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Erie, PA, with 24 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
3939 West Ridge Road, Suite A-103, Erie, PA, 16506
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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 owner and officer (President) of Flagship Investment Group, Inc., dedicating about half of his time to this role. He also works as an agent and third-party administrator for Flagship Investment Group, providing education to 401(k) participants and plan sponsors, which takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Flagship Investment Group INC.
Hubbard, Bert Karle, Weber, INC.
Raymond James Financial Services
Tower Square Securities, INC.Broker
State Registrations30 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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