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Benjamin Fox

9 Years of Experience
Savage, MN
Sells Insurance

Benjamin Fox is a registered investment advisor at Scarecrow Advisors, LLC, based in Savage, MN, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $71M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
230 clients
Average Client Portfolio
$309K average
Assets Under Management
$71.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees can be negotiated based on the complexity and services required to maintain the client account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4815 123rd Steet West, Savage, MN, 55378

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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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Other Business ActivitiesSells Insurance

Benjamin is a Director at Oaks Financial Services LLC, offering life insurance and annuity services since 2018. This activity takes a few hours per week and accounts for 25% of his yearly compensation.

Employment History
Current Registrations
Scarecrow Advisors, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Strategic Income Advisors
October 2016 - February 2022 · 5 yrs 4 mos
State Registrations4 states
CACOMNTX
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.