Benjamin Bateman
Benjamin Bateman is a registered investment advisor at Arkadios Wealth Advisors, based in Rehoboth Beach, DE, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
323 Rehoboth Avenue, Unit D, Rehoboth Beach, DE, 19971
Get directionsHistory
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 co-owns Dorey & Bateman Business Solutions LLC, offering tax preparation and PEO services, and spends minimal time on this. Benjamin is also an insurance agent offering accident and health, disability, fixed annuities, and traditional life insurance, dedicating minimal time to this activity. Finally, Benjamin is a member of Bateman Enterprises LLC, providing accounting and financial operations consulting for home improvement, spending minimal time on this.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Metz Capital Management LLC
Farr Miller & Washington LLC
State Registrations6 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.