Benjamin Cannon is a registered investment advisor at Mhl Tamp, based in Midvale, UT, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.
Here are some examples of the annual strategy fees:
- ACCESS and Custom Investments: 0.68% (minimum $25,000)
- Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
- Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
- Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
- Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
- Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
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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
Benjamin is involved with SouthTowne Enterprise Inc. DBA Synchrony Wealth Management, where revenue from his security business flows through, taking up more than full-time hours. He also receives referral fees from TomiPlan, a financial planning company, dedicating a few hours per week.
Employment History
Current Registrations
Mhl Investments
Everspire
Mhl InvestmentsBroker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
State Registrations15 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.