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Bennett Linsky

1 Year of Experience
New York, NY

Bennett Linsky is a registered investment advisor at Beacon Global Advisor Network, LLC, based in New York, NY, with 1 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Cross-Border Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,388 clients with $750M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,388 clients
Average Client Portfolio
$537K average
Assets Under Management
$745.1M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.35%
$5M+0.85%

Fees are negotiable at the discretion of the advisory representative. Alternative investments are charged up to 1% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1330 Avenue of the Americas, 23rd Floor, New York, NY, 10019

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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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Employment History
Current Registrations
Beacon Global Advisor Network, LLC
May 2024 - Present · 2 yrs 5 mos
State Registrations1 state
NY
Advisor

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.
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