Jaime Benedetti
Jaime Benedetti is a CFP-designated registered investment advisor at Beam Wealth Advisors, INC., based in Atlanta, GA, with 23 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,151 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.
Location
Atlanta, GA
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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
Jaime is a principal and financial advisor at Beam Wealth Advisors, Inc. and CEO of Benedetti & Gucer Properties, a real estate management company, among other ventures including timber and tax services; Jaime also owns half of BGA Teams Insurance Agency LLC. Jaime dedicates a few hours per week to fixed insurance sales and service, and minimal time to the insurance agency.
Employment History
Current Registrations
Beam Wealth Advisors, INC.
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Benedetti, Gucer & Associates
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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