Benjamin Lester is a CFA-designated registered investment advisor at Jordan Park Group LLC, based in San Francisco, CA, with 19 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 229 clients with $23B 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 | 0.75% |
Blended annual advisory fees typically range from 0.30% to 0.75% based on the total value of managed assets. Fees are negotiable and may vary based on portfolio size, service complexity, and family office services.
Fee Estimator
Location
100 Pine Street, Suite 2600, San Francisco, CA, 94111
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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 Activities
Benjamin is a member of the Investment Committee for the Ronald McDonald House at Stanford, providing general advice regarding the organization's endowment. This activity requires minimal time.
Employment History
Current Registrations
Jordan Park Group LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Morgan Stanley
Morgan StanleyBroker
William Blair & Company L.L.C.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.
Exams
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