Benjamin Wilson
Benjamin Wilson is a registered investment advisor at Wilson & Boucher Capital Management, LLC, based in Fairfax, CA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 133 clients with $280M 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 | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable based on the size and complexity of the portfolio.
Fee Estimator
Location
85 Bolinas Road, Suite 16, Fairfax, CA, 94930
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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 →Employment History
Current Registrations
Wilson & Boucher Capital Management, LLC
Previous Registrations
Sdr Capital Management, INC.
State Registrations1 state
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