Benjamin Bruton
Benjamin Bruton is a registered investment advisor at Bruton Chisnell Advisors, LLC, based in Downingtown, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 689 clients with $760M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.30% |
| $15M+ | 0.30% |
Fees negotiable for accounts over $15,000,000. The Firm reserves the right to charge a minimum fee of 1.50% on accounts that are under $150,000 in value.
Fee Estimator
Location
521 East Lancaster Avenue, Downingtown, PA, 19335
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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 ActivitiesSells Insurance
Benjamin is a registered representative with Valmark Securities, Inc. and an insurance agent with Executive Insurance Agency, Inc., dedicating about 10-20% of his time to each. He also serves in various roles for Bruton Chisnell Advisors, Simpson Senior Services Foundation, Simpson Meadows Community Advisory Council, Bishop Shanahan High School Finance Committee, and Simpson Senior Services, requiring minimal time commitment for each.
Employment History
Current Registrations
Bruton Chisnell Advisors, LLC
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Bruton Financial Advisors, LLC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
State Registrations16 states
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