Kevin Benson
Kevin Benson is a PFS-designated registered investment advisor at Forum Financial Management, LP, based in High Point, NC, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 5,841 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Clients with less than $335,000 may be subject to a minimum annual fee up to $4,000.
Fee Estimator
Location
4035 Premier Drive, Suite 300, High Point, NC, 27265
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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 ActivitiesSells Insurance
Kevin has a 50% ownership in a rental condo, sells variable and fixed annuities and variable insurance through Avantax Insurance Agency, and is the grantor of the Kevin Benson Family Trust. He is also an owner/tax partner at Smith Leonard PLLC, spending nearly full-time on tax planning, compliance, and consulting.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
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.
Exams
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