Jonathan Benham
Jonathan Benham is a registered investment advisor at Bischoff Wealth Management Group, LLC, based in Greenwood, IN, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 378 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bischoff Wealth Management Group's wealth management fee is based on a percentage of your portfolio's value, ranging from 0.20% to 1.50% per year. The exact percentage depends on the size of your portfolio and the services you receive. The fee is calculated quarterly, in advance, based on the average daily value of your portfolio during the previous quarter. Bischoff Wealth Management Group may negotiate a lower fee based on factors such as anticipated future earning capacity or the amount of assets to be managed.
Location
107 North State Road 135, Suite 207, Greenwood, IN, 46142
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Regulatory History (2)
Regulatory
October 2011Customer Dispute
February 2010Employment History
Current Registrations
Bischoff Wealth Management Group, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.