Benjamin Beverly
Benjamin Beverly is a registered investment advisor at Silver Oak Securities, INC., based in Indianapolis, IN, with 17 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
426 East New York Street, Indianapolis, IN, 46202
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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 involved in several outside business activities. He works as an insurance agent selling life and long-term care insurance, dedicating a few hours per week, and is a board member for Trices Lake Inc, spending minimal time on this role.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Capital Cities Investments
Previous Registrations
Triad Advisors LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations17 states
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.