Benjamin Smith
Benjamin Smith is a registered investment advisor at Emerson Equity LLC, based in Monmouth, OR, with 9 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M 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 | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
1250 Main St. E., Suite B, Monmouth, OR, 97361
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 is an independent life insurance agent for The Impact Partnership, LLC, recommending and selling life insurance and fixed indexed annuities, dedicating about half of his time. He is also the President/Owner of LegacySmith, offering wealth management, insurance, and annuities, spending about a quarter of his time, and a Financial Advisor for Vision Wealth and EPT Estate Planning Team, spending minimal time coordinating with trustees and attorneys to invest trust funds.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Horizon Wealth
Previous Registrations
Impact Partnership Wealth, LLC
Resources Investment Advisors
Brookstone Capital Management LLC
State Registrations1 state
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.