Benjamin Foor is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Columbus, OH, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1690 West Lane Avenue, Suite 280, Columbus, OH, 43221
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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
Benjamin is a registered representative with Private Client Services, LLC, a financial services company. He also works full-time as a registered investment advisor and spends about 10-20% of his time preparing taxes for clients of Frazier Financial Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Frazier Financial Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations3 states
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