Benjamin Wuerffel
Benjamin Wuerffel is a registered investment advisor at Capital Analysts, based in Jacksonville, FL, 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 Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
7077 Bonneval Rd, Suite 103, Jacksonville, FL, 32216
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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 →Other Business ActivitiesSells Insurance
Benjamin is a board member for Blueclaws Baseball Foundation, president of Cornerstone Study Group, and owns rental real estate. He also works as a financial advisor for Capital Analysts of Jacksonville, dedicating nearly full-time hours to prospecting and servicing clients for financial plans, investments, insurance products, and employee benefits.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Cincinnati Analysts, INC
Capital Analysts, IncorporatedBroker
LPL Financial CorporationBroker
Qa3 Financial CORP.Broker
State Registrations25 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.