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Benjamin Denning

Truist Advisory Services, INC.
22 Years of Experience
Indian Land, SC
1 DisclosureBroker
View SEC Summary
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Benjamin Denning is a registered investment advisor at Truist Advisory Services, INC., based in Indian Land, SC, 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 Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7715 Charlotte Hwy, Indian Land, SC, 29707

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
November 2020 - Present · 5 yrs 11 mos
Truist Investment Services, INC.
December 2019 - Present · 6 yrs 10 mos
Truist Investment Services, INC.Broker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2005 - January 2018 · 12 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2005 - January 2018 · 12 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - April 2005 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - April 2005 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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