Benjamin Bernard is a registered investment advisor at Ascent Advisors, based in Mankato, MN, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascent Advisors offers ongoing portfolio management services. The fees are negotiable and generally do not exceed 1.50% of the portfolio value. The fee is calculated using a tiered/blended fee schedule. You can terminate the agreement with written notice.
Location
1600 Madison Avenue, Suite 103, Mankato, MN, 56001
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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 provides insurance services/sales, soliciting group benefits, health, life, and LTC, dedicating about a quarter of his time to this activity. He is also a registered representative with Ascent Advisors, providing investment and financial planning advice, and sells fixed insurance products and life insurance, dedicating about half of his time to these activities.
Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Princor Financial Services CorporationBroker
Woodbury Financial Services, INC.Broker
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.