Storm Benson
Storm Benson is a registered investment advisor at Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL, with 1 years of industry experience. Storm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 457 clients with $110M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Clients may choose between a flat fee schedule (maximum 1.25%) or the tiered schedule shown. Third-party platform fees may apply in addition.
Fee Estimator
Location
9400 4th Street N, Suite 201, St. Petersburg, FL, 33702
Get directionsHistory
Regulatory History (3)
Criminal
November 2020Criminal
August 2015Criminal
April 2015Other Business ActivitiesSells Insurance
Storm is involved in fixed insurance sales through Elevate Financial Planning & Wealth Management since March 2024. This activity takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Elevate Financial Planning and Wealth Management
Previous Registrations
Florida Financial Advisors, INC.
State Registrations7 states
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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