Benjamin Eichman
Benjamin Eichman is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Coopersburg, PA, with 12 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B 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 | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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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 ActivitiesSells Insurance
Benjamin works as a financial advisor and investment advisor representative for Oaktree Advisors, spending about 10-20% of his time on these activities. He also holds a Pennsylvania insurance license for life, fixed annuities, and variable life/variable annuities.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Oaktree Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
J.P. Morgan Securities LLCBroker
State Registrations7 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
More Advisors
- Paul Eichman, CFPMadison Avenue Securities, LLC
- John Pelcheck, CFPOaktree Advisors LLC