Benjamin F. Edwards Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$705M

Discretionary

$452M

64% of AUM

Avg account

$302K

Accounts

2,336

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 297750
Registered since: August 6, 2018
Website: benjaminfedwards.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals79.24%
HNWI17.94%
Corporations / Businesses2.58%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benjamin F. Edwards Wealth Management, LLC is an independent registered investment adviser that registered with the SEC in 2018. Organized as an LLC, the firm serves both individual and family clients as well as institutional and business clients. Its engagement model includes portfolio management, financial planning, pension consulting and the selection of other advisers, and it also runs educational seminars and workshops. Fee arrangements range across percentage-of-AUM billing, hourly charges and fixed fees. The firm identifies itself as a capital allocator and maintains related-adviser and industry ties to a broker-dealer and an insurance company, which complements its use of insurance products within client solutions. The firm does not position itself as an active ESG investor.