Benjamin Belanger
Benjamin Belanger is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, 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 Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2022Customer Dispute
July 2021Customer Dispute
June 2021Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Benjamin is a managing partner at Bull and Bear Wealth Management, where he creates financial plans and provides investment advice, dedicating nearly all of his time to this role. He also serves as a financial director for the Arizona Baseball Club and manages TELA Holdings LLC, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations28 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.