Benjamin Williams is a registered investment advisor at Verus Capital Partners, LLC, based in Madison, AL, with 1 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees are negotiable based on account complexity, composition, and expected future asset additions.
Fee Estimator
Location
8331 Madison Boulevard, Suite 100, Madison, AL, 35758
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Regulatory History
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 works as an agent and investment advisor (upon passing exams) under the DBA Life Course Capital. This activity takes nearly full-time hours, with 140 hours dedicated to trading.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Lifecourse Capital, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.
State Registrations14 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.
Exams
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