John Benson is a CFP-designated registered investment advisor at Tiedemann Advisors, LLC, based in Minneapolis, MN, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 470 clients with $29B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tiedemann Advisors charges a fee based on the value of your investments. This fee can be up to 0.85% per year, paid quarterly. The firm may also charge a flat or minimum fee that could be higher than 0.85% annually.
Location
600 Highway 169 South, Suite 1950, Minneapolis, MN, 55426
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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.
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John owns and operates JCB Financial LLC, a tax return preparation business, since 2017. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Tiedemann Advisors, LLC
Previous Registrations
Envoi LLC
State Registrations1 state
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