David Bensch
David Bensch is a CFP-designated registered investment advisor at Evergreen Wealth Management, LLC, based in Perrysburg, OH, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 681 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
27121 Oakmead Drive, Suite B, Perrysburg, OH, 43551
Get directionsHistory
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
David helps with the operations of his wife's hair salon, though he receives no income from it. He is also a licensed insurance agent.
Employment History
Current Registrations
Evergreen Wealth Management, LLC
Fourth Dimension Financial Group
Previous Registrations
Securian Financial Services, INC.
State Registrations2 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.