Benjamin Jones
Benjamin Jones is a CFP-designated registered investment advisor at Wave Wealth Management, LLC, based in Frisco, TX, with 18 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, Retirement Planning. Their firm serves 62 clients with $130M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable. The total blended fee, including Wave Wealth’s fee and the Independent Manager’s fee, will not exceed 2% annually.
Fee Estimator
Location
7000 Parkwood Blvd., Suite G300, Frisco, TX, 75034
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 →Other Business ActivitiesSells Insurance
Benjamin is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity is investment-related.
Employment History
Current Registrations
Wave Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations2 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.