Benjamin Schwartz is a CFP-designated registered investment advisor at Plancorp, LLC, based in Chicago, IL, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
Location
Chicago, IL
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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 →Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Ipi Wealth Management, INC.
State Registrations6 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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