Fatina Benjamin is a registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 19 years of industry experience. Fatina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fatina works full-time as an AVP and Relationship Specialist at Americana Partners, an RIA. She is also a registered representative with Purshe Kaplan Sterling Investments, spending about 10-20% of her time on client service and administration. Additionally, Fatina is a member of the Schwab Client Experience Panel, dedicating a few hours per week to providing feedback.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations1 state
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