Benjamin Bowersox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Monticello, FL, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
800 S Jefferson Street, Monticello, FL, 32344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin operates under the DBA Capital City Investments for LPL business and provides investment advisory services through Capital City Wealth Advisors, spending minimal time on the latter. He also has a financial institution duty as a strategic process manager for Capital City Investments, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Capital City Wealth Advisors, INC.
State Registrations10 states
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