Benjamin Brown is a CFP-designated registered investment advisor at Entelechy, based in Rockville, MD, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 80 clients with $250M 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 | 0.50% |
The annual fees are negotiable.
Fee Estimator
Contact
Benjamin Brown
Location
Rockville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Entelechy
Previous Registrations
Focus Wealth Management, LTD.
State Registrations1 state
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