Benjamin West is a CFP-designated registered investment advisor at Prime Capital Financial, based in Houston, TX, with 16 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
11700 Katy Freeway, Suite #630, Houston, TX, 77079
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 Activities
Benjamin is the owner and chief executive member of PCIA Houston LLC, performing administrative duties and dedicating minimal time. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
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
More Advisors
- Karin Tyson, CFP, ChFCPrime Capital Financial
- Amanda Pilkerton, CFPPrime Capital Financial
- Robert Massa, ChFCPrime Capital Financial
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning