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Benjamin Teichman

22 Years of Experience
Lombard, IL
1 DisclosureBroker

Benjamin Teichman is a registered investment advisor at Park Avenue Securities LLC, based in Lombard, IL, with 22 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

377 E Butterfield Rd., 270, Lombard, IL, 60148

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History

Regulatory History (1)
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Regulatory
June 2018
Final
Other Business Activities

Benjamin is involved with Property Pals, dedicating a few hours per week to the activity. This activity is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2012 - Present · 14 yrs
Park Avenue Securities LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Waddell & Reed, INC.
May 2011 - May 2012 · 1 yr
Waddell & Reed, INC.Broker
January 2011 - May 2012 · 1 yr 4 mos
MML Investors Services, LLCBroker
October 2008 - February 2011 · 2 yrs 4 mos
Waterstone Financial Group, INC.Broker
June 2008 - October 2008 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2003 - April 2008 · 4 yrs 6 mos
State Registrations49 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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