Benjamin Davis
Benjamin Davis is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Jacksonville, FL, with 15 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, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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 | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL, 32256
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Regulatory History (1)
Customer Dispute
November 2014Other Business Activities
Benjamin is doing business as Wealth Enhancement Group since 2018. This activity is not investment-related.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Retirement Strategies, INC.
Soundview Advisors
Charles Schwab & CO., INC.
State Registrations1 state
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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