Clifford Benjamin
Clifford Benjamin is a registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 22 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1033 Demon Breun Street, Suite 300, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2006Other Business ActivitiesSells Insurance
Clifford is an Investment Advisor Representative with Securities America - DBA as Sound Crest Financial Services, LLC. He is also a Certified Valuation Analyst with Summit Business Valuation Associates, LLC, and sells insurance products for estate planning, cash flow distributions, and business succession planning purposes, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations5 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.