Edward Benson is a registered investment advisor at Edward Allen Benson, PHD., based in San Antonio, TX, with 9 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is 0.5% for stocks and 0.25% for bonds. No fee for money market funds.
Fee Estimator
Location
San Antonio, TX
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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 →Employment History
Current Registrations
Edward Allen Benson, PHD.
State Registrations1 state
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