Ann Benson is a registered investment advisor at Osaic Wealth, INC., based in Arden Hills, MN, with 11 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6 Pine Tree Drive, Suite 300, Arden Hills, MN, 55112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ann works as a registered assistant to registered investment advisors at Financial Dimensions Group, Inc. She dedicates full-time hours to preparing investment advisory reports, completing trades, answering client questions, and providing other client services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Dimensions Group, INC.
State Registrations1 state
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