Benjamin Wallace is a CFA-designated registered investment advisor at Grimes & Company, based in Westborough, MA, with 23 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,712 clients with $5.6B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
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 →Other Business Activities
Benjamin works as a research analyst for Grimes and Company, Inc., dedicating full-time hours to this role. He also serves as treasurer for the Mystic River Rugby Club, spending minimal time on this activity.
Employment History
Current Registrations
Grimes & Company
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.