Benjamin Fuentez
Benjamin Fuentez is a registered investment advisor at Park Avenue Securities LLC, based in The Woodlands, TX, with 15 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $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
Location
1095 Evergreen Circle, Suite 205, The Woodlands, TX, 77380
Get directionsHistory
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 →Employment History
Current Registrations
Guardian Wealth Partners, LLC
Park Avenue Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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.
Exams
More Advisors
- Daniel Michalk, CFA, CFP, ChFCWaterway Wealth Management, L.L.C.
- Adam Threadgill, CFPThreadgill Financial, LLC
- Geoffrey Lesuer, CFPWells Fargo Advisors
- Jason Peirce, CFPPeirce Capital Management, LLC
- Mark Lasseigne, CFPFinancial Cornerstones, LLC
- Danielle Frazier, CFPCaptrust