Benjamin Crowe is a CFA, CFP-designated registered investment advisor at Marietta Wealth Management, LLC, based in Marietta, GA, with 21 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 429 clients with $970M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The management fee within each tier is negotiable on a client-by-client basis depending on size, complexity, and nature of the assets managed.
Fee Estimator
Location
472 N. Sessions Street, Unit #24, Marietta, GA, 30060
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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
Benjamin is a managing member of Ben H. Crowe C.P.A., LLC, a full-service CPA firm, since January 2021. This activity, separate from his role as an investment advisor, takes about a quarter of his time.
Employment History
Current Registrations
Marietta Wealth Management, LLC
Previous Registrations
Henssler Financial
Crowe Advisory Services, INC.
Baron Financial Services INC
State Registrations1 state
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