Benjamin Streed is a CFA-designated registered investment advisor at Deep Blue Investment Advisors, based in Tampa, FL, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard separately managed accounts are charged an annual rate of 0.25%, which may be tiered down or negotiated. Fees for specific pools within the Florida and Texas Fixed Income Trusts range from 0.12% to 0.20% annually.
Fee Estimator
Location
4830 W. Kennedy Blvd., One Urban Centre - Suite 835, Tampa, FL, 33609
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
Deep Blue Investment Advisors
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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 Marro, CFADeep Blue Investment Advisors
- Salvatore Ricco, ChFCCambridge Investment Research Advisors, INC.
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC
- Joseph Henninger, CFPQ3 Advisors, LLC