BC
BC

Benjamin Cannon

12 Years of Experience
Abilene, TX
Broker

Benjamin Cannon is a registered investment advisor at Mhl Tamp, based in Abilene, TX, with 12 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K0.68%
$25K - $50K0.68%
$50K - $100K0.58%
$100K - $250K0.48%
$250K - $1.0M0.38%
$1.0M - $5.0M0.28%
$5M+0.18%

Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

2449 S Willis St., Ste. 106, Abilene, TX, 79605

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Benjamin is involved with SouthTowne Enterprise Inc. DBA Synchrony Wealth Management, where revenue from his security business flows through, taking up more than full-time hours. He also receives referral fees from TomiPlan, a financial planning company, dedicating a few hours per week.

Employment History
Current Registrations
Mhl Investments
June 2023 - Present · 3 yrs 4 mos
Everspire
June 2023 - Present · 3 yrs 4 mos
Mhl InvestmentsBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Titan Securities
December 2019 - May 2023 · 3 yrs 5 mos
Titan SecuritiesBroker
February 2014 - May 2023 · 9 yrs 3 mos
State Registrations15 states
AZCTGAILMDMONCOKORSDTNTXUTWAWI
AdvisorBrokerBoth

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.
More Advisors