Benjamin Dorsey is a CFP, PFS-designated registered investment advisor at Analog Capital Partners LLC, based in Houston, TX, with 5 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $93M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are charged on a blended rate and are negotiable. There is a minimum annual fee of $1,188.
Fee Estimator
Location
12 Greenway Plaza, Suite 1115, Houston, TX, 77046
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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 Senior Tax Manager at EagleStone Tax & Accounting Services, spending about half of his time in this role. He is also the President of Strategic Tax Planning and receives commissions from previously referred clients.
Employment History
Current Registrations
Analog Capital Partners LLC
Previous Registrations
Infinity Wealth Partners, LLC
Court Place Advisors LLC
Baltimore-Washington Financial Advisors
State Registrations1 state
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