Steven Benzing
Steven Benzing is a ChFC-designated registered investment advisor at John Hancock Personal Financial Services, LLC, based in Sanford, MI, with 23 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35,589 clients with $2.2B 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 $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
Fees are calculated based on the average daily balance of eligible assets and payable monthly in arrears. Certain plans or plan sponsors may pay participant fees in whole or in part.
Fee Estimator
Location
Sanford, MI
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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 Activities
Steven is a part-time football coach for Meridian Public Schools since August 2023. He dedicates about 10-20% of his time to this activity, with some hours occurring during securities trading hours.
Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Previous Registrations
Members Capital Advisors, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations11 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.