Benny Ynfante
Benny Ynfante is a registered investment advisor at Rook Strategies Wealth Management, PLLC, based in Robstown, TX, with 7 years of industry experience. Benny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 33 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rook Strategies charges an annual fee for portfolio management services, ranging from 1% to 2.5% of the assets in your portfolio. The specific fee depends on the complexity of the assets and the services provided. Fees are billed monthly based on the average daily balance. For assets held away at other custodians, a 1% annual asset management fee is charged, with 0.25% of that fee paid to Pontera, the trading platform used to manage those assets. Fees are negotiable.
Location
Robstown, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benny works as an insurance agent for Mutual of Omaha, selling life, health, and fixed annuities.
Employment History
Current Registrations
Rook Strategies Wealth Management, PLLC
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
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.