Benjamin Wilhelm
Benjamin Wilhelm is a registered investment advisor at Oneascent Financial Services LLC, based in Selinsgrove, PA, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
8 Commerce Avenue, Selinsgrove, PA, 17870
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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 operates Lone Oak Financial Services, LLC, a securities and insurance business. He spends about a quarter of his time on this activity.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
State Registrations1 state
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