Benjamin Tegeler
Benjamin Tegeler is a registered investment advisor at Gineris Wealth Management, based in Dyer, IN, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 249 clients with $72M 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.25% |
Clients will also be charged SEI's annual integration fee (up to 0.15%) and SEI's annual advisory fee (generally 0.35%). The maximum fee a client could be charged for portfolio management, while using an SEI program(s) is 1.10% in addition to the maximum fee charged by Gineris.
Fee Estimator
Location
2005 Hart Street, Dyer, IN, 46311
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Regulatory History (1)
Regulatory
December 2023Other Business ActivitiesSells Insurance
Benjamin sells fixed insurance products, including life insurance and annuities, as part of his financial planning services, dedicating about 10-20% of his time to this. He is also an Investment Advisor Representative at an independent RIA, which is a full-time commitment.
Employment History
Current Registrations
Gineris Wealth Management
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Mwa Financial Services INC.Broker
State Registrations10 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.