Ruben Benavides
Ruben Benavides is a registered investment advisor at PNC Wealth Management, based in Lakeway, TX, with 13 years of industry experience. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.
Fee Estimator
Location
2402 Ranch Road 620 South, Lakeway, TX, 78738
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2022Criminal
August 2011Other Business Activities
Ruben is an owner and landlord of Ruben Benavides Rental. This non-investment related activity requires minimal time.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
LPL Financial LLCBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations3 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.