Benjamin Marshall
Benjamin Marshall is a CFP-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in Dallas, TX, with 18 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 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
5001 Spring Valley Road, Suite 810W, Dallas, TX, 75244
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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 sells fixed insurance products. This activity requires minimal time.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Townsquare Capital, LLC
Drive Wealth Advisers
Bruce A. Lefavi Securities, INC.Broker
Lefavi Wealth Management
Integrated Wealth Strategies
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.