Larry Fisher is a registered investment advisor at J. Benjamin Financial, LLC, based in North Charleston, SC, with 15 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 138 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
8421 Dorchester Road, Studio 109-204, North Charleston, SC, 29420
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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 Activities
Larry owns rental property, collecting rents and managing the property. He is also a member of Edge Accountants and Advisors LC, providing accounting system services, which takes nearly full-time.
Employment History
Current Registrations
J. Benjamin Financial, LLC
Previous Registrations
J. Benjamin Financial, LLC
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Symphony Financial, LTD. CO.
LPL Financial LLC
LPL Financial LLCBroker
H. Beck, INC.Broker
H.D. Vest Investment ServicesBroker
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.