Benson Tang is a CFP-designated registered investment advisor at Aurora Private Wealth, INC., based in Uniondale, NY, with 2 years of industry experience. Benson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M 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 |
|---|---|
| Any | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
333 Earle Ovington Blvd, Suite #510, Uniondale, NY, 11553
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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 Activities
Benson works full-time as a paraplanner for Standard Pension Services, assisting with client reviews and financial planning. He also acts as a landlord for an apartment rental, dedicating minimal time to this activity.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
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.
Exams
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