Benjamin Holland is a CFP-designated registered investment advisor at Fpg Wealth, based in Chicago, IL, 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 10 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG Wealth offers two main services:
- Asset Management: The annual fee will not exceed 1.80% of your portfolio. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of your portfolio. Fees are negotiable.
FPG Wealth also offers to manage a separate Options Account using collateral generated from your advisory account. The maximum annual management fee charged for this service will not exceed 1.80% for Asset Management clients and 2.00% for Comprehensive Portfolio Management clients. For Qualified Clients, FPG Wealth may charge a performance-based fee that shall not exceed 20% of net profits for the previous month’s account management.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a co-trustee and co-executor for multiple trusts and estates, spending minimal time on each. He also has several business ventures, including a film production investment, Bright Pearl LLC (commercial property), Birdies LLC, Harbor Country Property Group LLC (real estate), and First Principles Group Management, LLC (an exempt reporting adviser), dedicating about half his time to the latter.
Employment History
Current Registrations
Fpg Wealth
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations1 state
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