RB
CFA
RB
CFA

Rebecca Bench

20 Years of Experience
Hockessin, DE
Broker

Rebecca Bench is a CFA-designated registered investment advisor at Allspring Funds Management, LLC, based in Hockessin, DE, with 20 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Hockessin, DE

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Allspring Funds Management, LLC
April 2017 - Present · 9 yrs 1 mo
Allspring Funds Distributor, LLC
January 2017 - Present · 9 yrs 4 mos
Allspring Funds Distributor, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Nationwide Fund Distributors LLCBroker
August 2016 - January 2017 · 5 mos
Nationwide Investment Services CorporationBroker
August 2013 - August 2016 · 3 yrs
Hartford Funds Distributors, LLCBroker
December 2012 - August 2013 · 8 mos
Hartford Life Distributors, LLCBroker
December 2010 - December 2012 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2005 - August 2006 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - August 2006 · 1 yr
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rebecca Bench - Financial Advisor | TrueAdvisor