Benjamin Wynd
Benjamin Wynd is a registered investment advisor at Westminster Financial Advisory CORP, based in Beavercreek, OH, with 8 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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