Benjamin Doty
Benjamin Doty is a CFA-designated registered investment advisor at Cravens & Company Wealth Management, based in Gainesville, FL, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 227 clients with $310M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Overall portfolio expenses may be lower through a combination of ETFs, list funds, and individual securities. Fees may be negotiable.
Fee Estimator
Location
Gainesville, FL
Get directionsHistory
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 →Employment History
Current Registrations
Cravens & Company Wealth Management
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Valmark Securities, INC.Broker
State Registrations2 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
More Advisors
- Brian Watson, CFPKoss-Olinger Consulting, LLC.
- Ruby Watson, CFP, ChFCKoss-Olinger Consulting, LLC.
- Timothy Roark, CFPKoss-Olinger Consulting, LLC.
- Brian Gallagher, CFPAdvice and Planning Services
- Caroline Holloway, CFPArs Wealth Advisors
- William Mcdavid, PFSFlavin Financial Services, INC.