Benjamin Robins
Benjamin Robins is a CFA, CFP-designated registered investment advisor at Beacon Financial Advisors, based in Rye Brook, NY, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 51 clients with $200M 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 $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Schedule shown is for new clients after January 1, 2019. Existing clients (signed agreement before January 1, 2019) have a different fee schedule. All advisory fees and household minimums are subject to negotiation.
Fee Estimator
Location
800 Westchester Avenue, Suite 641 North, Rye Brook, NY, 10573-1360
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 →Other Business ActivitiesSells Insurance
Benjamin is an insurance agent involved in insurance sales since 2016. This activity takes minimal time during trading hours.
Employment History
Current Registrations
Beacon Financial Advisors
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.