Benjamin Sehy is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, 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 Investment Management. Their firm serves 447 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
447 clients
Average Client Portfolio
$143.5M average
Assets Under Management
$64.1B

Fee Structure

Investment management only (planning not offered)

Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.

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Location

6125 Memorial Drive, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Benjamin has an investment-related ownership in Future Self, LLC, a company engaged in real estate purchase for rental and investment purposes, since December 2020. He spends minimal time on limited oversight duties for a third-party property management firm.

Employment History
Current Registrations
Meeder Public Funds, INC.
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Moreton Asset Management, LLC
May 2019 - September 2022 · 3 yrs 4 mos
Moreton Capital Markets, LLCBroker
November 2016 - December 2019 · 3 yrs 1 mo
Moreton Asset Management, LLC
June 2015 - December 2018 · 3 yrs 6 mos
Zions Direct, INC.Broker
October 2008 - June 2015 · 6 yrs 8 mos
Zions Capital Advisors, INC.
October 2008 - June 2015 · 6 yrs 8 mos
State Registrations11 states
AZCACOIDNMNVOHORUTWAWY
Advisor

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.