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Benjamin Mcanally

17 Years of Experience
Abilene, TX
Broker

Benjamin Mcanally is a registered investment advisor at Sanctuary Advisors, LLC, based in Abilene, TX, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

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Location

1650 South Ridge Crossing, Abilene, TX, 79606

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Benjamin owns rental real estate property since 2010 and is a member of McAnally Endeavors LLC, which specializes in embroidery and retail clothing and accessories. Neither activity requires a time commitment from Benjamin.

Employment History
Current Registrations
Sanctuary Securities, INC.
March 2021 - Present · 5 yrs 4 mos
Sanctuary Advisors, LLC
March 2021 - Present · 5 yrs 4 mos
Sanctuary Securities, INC.Broker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - March 2021 · 12 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - March 2021 · 12 yrs 11 mos
State Registrations23 states
CADEFLGAIDKSKYLAMDMNMSNCNMNVOHOKORSDTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Benjamin Mcanally - Financial Advisor | TrueAdvisor