Benjamin Ashby Fuller

Waterloo Capital

23 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

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Areas of Practice

Investment ManagementHigh Net Worth

Waterloo Capital

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

2,088 clients

Average Client Portfolio

$808K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

3614 W. Southern Hills Blvd, Suite 102, Rogers, AR, 72758

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History

Regulatory History (1)

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Judgment / Lien

August 2023

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Other Business ActivitiesSells Insurance

Benjamin is involved with Fuller Financial Services for accounting purposes and is a member of Masters Circle LLC, a real estate venture, dedicating minimal time. He is also a partner at Lighthouse Insurance Advisors for insurance sales and consulting, and a partner at Lighthouse Financial Advisors, LLC for financial planning and investment.