BB
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Brent Benedict

4 Years of Experience
Erie, PA
Broker

Brent Benedict is a registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 4 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

652 W 6th St, Erie, PA, 16507-1173

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brent works as a tax preparer for Kingdom Tax Services during tax season, presents stewardship seminars for Kingdom Financial Foundation, works as a delivery driver for DoorDash, and is an associate financial advisor for Kingdom Advisory Services. He also helps clean East Lake Road Alliance Church in a janitorial position.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
May 2021 - Present · 5 yrs 4 mos
State Registrations13 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.