Benjamin Sithens is a registered investment advisor at Sageview Advisory Group, LLC, based in Alpharetta, GA, with 24 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is an investment advisor representative (IAR) at Sageview Advisory Group, LLC, providing advisory services. This takes about a quarter of his time, with most of the hours during trading hours.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Alliant Retirement Consulting
Cetera Wealth Services, LLCBroker
LPL Financial LLCBroker
Ing Financial Advisers, LLCBroker
Jackson National Life Distributors LLCBroker
Valubond Securities, INC.Broker
E*trade Securities LLCBroker
State Registrations1 state
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