Careena Patel is a registered investment advisor at Wealth Benefit Advisors, LLC, based in Lantana, TX, with 15 years of industry experience. Careena 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 187 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Benefit Advisors' fees are based on the value of your portfolio and the complexity of services. The annual fee can be up to 1.70%. Fees are charged quarterly in advance. You may also pay custodial, transaction, and other fees. For mutual funds, you may pay a share of the fund's internal fees. You can terminate services with written notice.
Location
Lantana, TX
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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.
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Careena works as a financial advisor for Pinnacle Wealth in London, UK, providing financial planning services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wealth Benefit Advisors, LLC
Previous Registrations
Wealth Benefit Advisors, LLC
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLCBroker
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Newalliance Investments, INC.Broker
Edward Jones
Edward JonesBroker
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.