Benjamin Taylor
Benjamin Taylor is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Maumee, OH, with 17 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
597 W Dussel Dr, Maumee, OH, 43537-4025
Get directionsHistory
Regulatory History (1)
Criminal
February 2001Other Business Activities
Benjamin owns rental property and works as an assistant football coach. Coaching takes about half of Benjamin's time, while managing the rental property requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations7 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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