Benjamin Stille
Benjamin Stille is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 19 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
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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 ActivitiesSells Insurance
Benjamin is an independent insurance agent at BGS Financial Services, LLC since 2008, offering insurance products from various companies. This takes about 10-20% of his time, including 2 hours per day during securities trading hours.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Mccloskey & Associates, P.A.
Cjs Financial Advisers / Cjsf Advisers
Davenport Wealth Management LLC
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
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.