Benjamin Schrock
Benjamin Schrock is a registered investment advisor at B.A. Schrock Wealth Management, based in Wadsworth, OH, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 633 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with advisor, and total assets managed.
Fee Estimator
Location
131 College Street, Wadsworth, OH, 44281
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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 owns B.A. Schrock Financial Group, providing clients with insurance-based products like annuities and life insurance, dedicating about half of his time to this. He also is a part owner of MLR & Schrock LLC, a real estate venture, spending minimal time on it.
Employment History
Current Registrations
B.A. Schrock Wealth Management
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 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.