Benjamin Roberts is a registered investment advisor at Ironsides Asset Advisors, LLC, based in Rocky Mount, NC. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 39 clients with $1.4B 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 $10.0M | 0.85% |
| $10M+ | 0.70% |
Minimum annual fee is $42,500. Minimum portfolio value is generally $5,000,000. Fees may be negotiated or exceptions made at the firm's discretion.
Fee Estimator
Location
511 Tarrytown Center, Rocky Mount, NC, 27804
Get directionsHistory
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
Ironsides Asset Advisors, LLC
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
More Advisors
- Mark Roberts, CFAIronsides Asset Advisors, LLC
- Mary Bolton, CFPLive Oak Private Wealth, LLC
- Anthony Engrassia, ChFCProsperity Capital Advisors
- Frank Jolley, CFALive Oak Private Wealth, LLC
- James Tharin, CFAEmerald Asset Management, INC.
- Terry Sapp, CFALive Oak Private Wealth, LLC