TrueAdvisor
TrueAdvisor
BD
CFA · CFP
BD
CFA · CFP

Benjamin Edmund Theodore Daly

Ballentine Partners
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Ballentine Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000

Location

230 Third Ave, 6th Floor, Waltham, MA, 02451

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Ballentine Partners
October 2021 - Present · 4 yrs 4 mos
State Registrations2 states
FLMA
Advisor
Exams
No exam information available for this advisor.