Benjamin Cason is a registered investment advisor at Mdrn Capital, based in Ellisville, MO, with 15 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
569 clients
Average Client Portfolio
$595K average
Assets Under Management
$338.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ellisville, MO
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2011Employment History
Current Registrations
Mdrn Capital
March 2026 - Present · 7 mos
Previous Registrations
Fisher Investments
January 2025 - January 2026 · 1 yr
Charles Schwab & CO., INC.Broker
January 2022 - October 2024 · 2 yrs 9 mos
Charles Schwab & CO., INC.
January 2022 - October 2024 · 2 yrs 9 mos
TD Ameritrade, INC.
March 2018 - October 2022 · 4 yrs 7 mos
TD Ameritrade, INC.Broker
February 2018 - July 2024 · 6 yrs 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2023 · 5 yrs 7 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
April 2016 - February 2018 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
March 2012 - March 2016 · 4 yrs
Wells Fargo Advisors, LLC
March 2012 - March 2016 · 4 yrs
PNC Investments
April 2010 - August 2011 · 1 yr 4 mos
PNC InvestmentsBroker
April 2010 - August 2011 · 1 yr 4 mos
Edward Jones
December 2009 - March 2010 · 3 mos
Edward JonesBroker
October 2009 - March 2010 · 5 mos
State Registrations1 state
MO
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.
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