Benjamin Wynd
Benjamin Wynd is a registered investment advisor at Westminster Financial Advisory CORP, based in Franklin, TN, with 9 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,029 clients with $1.4B 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% |
The annual advisory fee is negotiable and will not exceed 2.5% of the managed account value.
Fee Estimator
Location
9000 Carothers Pkwy, Suite 100, Franklin, TN, 37067
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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 Activities
Benjamin is a partner at Smiley Smith Wynd LLC, a CPA business, and Franklin Capital Group DBA FCG, which holds investments. He is also a partner at SSW Capital, which holds investments, and Smith Wynd & Co LLC (DBA "SWCO"), a business brokerage specializing in assisting clients in selling small private companies.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Previous Registrations
Smith & CO Advisory LLC
State Registrations17 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.
Exams
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