Steven Benzing
Steven Benzing is a ChFC-designated registered investment advisor at John Hancock Personal Financial Services, LLC, based in Boston, MA, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32,545 clients with $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% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Location
200 Berkeley Street, Boston, MA, 02116
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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.