Benjamin Prescott
Benjamin Prescott is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Spring Hill, FL, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11141 County Line Road, Suite 111, Spring Hill, FL, 34609
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Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Benjamin is the Founder & CEO of Rescott Financial LLC, dedicating full-time hours to business development, client service, and operations. He also serves on several non-profit boards, manages real estate, and works as a life and annuity agent for Highland Capital Brokerage, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 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.