BC
BC

Benjamin Cannon

11 Years of Experience
Denver, CO

Benjamin Cannon is a registered investment advisor at Tillman Hartley LLC, based in Denver, CO, with 11 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, High Net Worth, Investment Management, and 2 more. Their firm serves 49 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
49 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$609.3M

Fee Structure

Minimum Investment:$1M

Tillman Hartley charges an annual advisory fee based on the value of your portfolio. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The annual rate is usually between 0.35% and 1%, with a maximum of 1%, which is negotiable. Tillman Hartley may charge a set minimum fee if the percentage fee on assets is insufficient to cover the scope of the work.

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Location

7900 E Union Ave, Suite 1100, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tillman Hartley LLC
November 2014 - Present · 11 yrs 6 mos
State Registrations2 states
FLGA
Advisor

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
No exam information available for this advisor.