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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 49 clients with $230M 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% |
Fees and household minimums are negotiable. Existing clients who signed an agreement prior to January 1, 2019, have a legacy fee schedule with rates ranging from 2.00% down to 0.50% before becoming negotiable.
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.
Exams
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