Merri Benjamin
Merri Benjamin is a registered investment advisor at Osaic Wealth, INC., based in Vestal, NY, with 15 years of industry experience. Merri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
4100 Vestal Rd., Suite #105, Vestal, NY, 13850
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Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Merri is a notary public, an insurance broker through New York Long Term Care Brokers, a registered assistant at Ambassador Advisors, an independent insurance agent, and works at Faithward Advisors, LLC. She dedicates full-time hours to both Ambassador Advisors and Faithward Advisors, LLC, a few hours per week to insurance sales, and minimal time to her notary public duties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Faithward Advisors, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Nylife Securities LLCBroker
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.
Exams
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