Samuel Benson is a registered investment advisor at Martin Wealth Solutions, based in Christiansburg, VA, with 10 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 896 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Martin Wealth Solutions charges a percentage of the value of your investments each year. The specific percentage is negotiable and depends on the complexity of your situation. These fees are deducted from your account either monthly or quarterly. MWS also offers asset management through the SEI Mutual Fund Models Program, with fees also up to 1.75% of the assets managed.
Location
1055 W Main Street, Christiansburg, VA, 24073
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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
Samuel works as an employee for Chase Staffing, a staffing company, dedicating a few hours per week outside of business hours. This activity is investment-related.
Employment History
Current Registrations
Martin Wealth Solutions
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
The O.N. Equity Sales CompanyBroker
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
State Registrations1 state
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.