Andrew Benet
Andrew Benet is a registered investment advisor at Ip Financial Advisory Services LLC, based in Garnerville, NY, with 13 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Garnerville, NY
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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 ActivitiesSells Insurance
Andrew provides tax preparation services through Benet And Associates LLC since 1997, dedicating nearly full-time hours. He is also an independent insurance agent since 2012, spending nearly full-time hours providing insurance services.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Hd Vest Investment ServicesBroker
State Registrations5 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.