Benjamin Zaharias
Benjamin Zaharias is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Ocala, FL, 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
1740 SE 18th Street, Suite 1301, Ocala, FL, 34471
Get directionsHistory
Regulatory History (2)
Criminal
April 2019Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Benjamin is involved in several outside business activities. He operates Central Florida Wealth Management, Inc. for financial services and insurance sales, owns 18th Circle Properties LLC and DRZ Properties, LLC for rental properties, and works as a martial arts instructor. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Advisors, LLC
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
J.W. Cole Financial, INC.Broker
Linsco/private Ledger CORP.Broker
J.W. Cole Financial, INC.Broker
National Planning CorporationBroker
State Registrations13 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.