Robert Mendelson
Robert Mendelson is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Lake Charles, LA, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
1403 W Prien Lake Rd, Lake Charles, LA, 70601
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Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Robert has a business ownership activity and owns local rental property through Brownsfan LLC since 2021. He dedicates minimal time to these activities.
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.