Bennett Berman
Bennett Berman is a registered investment advisor at The Pinnacle Financial Group, based in The Villages, FL, with 52 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
2020 Vandemark St, The Villages, FL, 32163
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Other Business Activities
Bennett operates Pinnacle Financial Services as a DBA for his LPL business and is a Registered Investment Advisor Hybrid with The Pinnacle Financial Group, dedicating full-time hours to this. He also works full-time at BHB Investment Management, LLC.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations9 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.