Benjamin Minard
Benjamin Minard is a registered investment advisor at Commonwealth Financial Network, based in New Philadelphia, OH, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
442 West High Ave, New Philadelphia, OH, 44663
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Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Benjamin is a co-owner of MaPP Investment Service, LLC, used for securities, advisory, and insurance business, and also sells fixed insurance. He also has ownership stakes in several LLCs related to real estate and other businesses, dedicating minimal time to most of these ventures.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Investment Partners LTD
Edward Jones
Edward JonesBroker
State Registrations10 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.