Benjamin Haynes is a registered investment advisor at Cassia Capital Partners LLC, based in Winston Salem, NC, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 186 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Certain existing clients may have different fee schedules.
Fee Estimator
Location
1144 West Fourth Street, Suite 200, Winston Salem, NC, 27101
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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 an ordained United Methodist Minister and occasionally conducts worship services, preaches, and officiates weddings and funerals. He may or may not accept an honorarium for these services.
Employment History
Current Registrations
Cassia Capital Partners LLC
Previous Registrations
Cannon Wealth Management Services
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.
Exams
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