TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Benjamin Stahl

Spc
14 Years of Experience
Columbus, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Stahl is a CFP-designated registered investment advisor at Spc, based in Columbus, IN, with 14 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.

Spc
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2225 Central Avenue, Suite 5, Columbus, IN, 47201

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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.

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Other Business ActivitiesSells Insurance

Benjamin is an independent contractor for Stahl Insurance Group, selling property and casualty insurance, and is the President of Stahl Financial, Inc. offering financial planning, investment management, securities, annuities, and life & health insurance; this takes nearly full-time hours. Benjamin also owns Stahl Tax Group, providing tax services, and serves on a non-profit board.

Employment History
Current Registrations
Spc
March 2012 - Present · 14 yrs 7 mos
Parkland Securities, LLCBroker
February 2012 - Present · 14 yrs 8 mos
State Registrations7 states
FLGAINKYOHTXWI
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.
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