Benjamin Couture
Benjamin Couture is a registered investment advisor at Holistic Wealth Advisors, based in Clifton Park, NY, with 5 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 654 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HWA provides ongoing investment advice and management for assets in client accounts. The maximum annual advisory fee is 1.50% for advisor-managed non-wrap accounts. In limited cases, HWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 1.50% of the assets under management. Fees are negotiable. Clients also pay transaction charges to the broker-dealer, not HWA.
Location
5 Southside Drive, Suite 204, Clifton Park, NY, 12065
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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 involved with The Kelton Financial Group as a DBA/Support Company Advisor since July 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Holistic Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.