Coleman Benson is a CFP-designated registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 7 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 175 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of Ridgegate.
Fee Estimator
Location
8310 S Valley Highway, Suite 480, Englewood, CO, 80112
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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
Coleman is involved in several businesses, including insurance sales through Ridgegate Insurance, securities sales through Emerson Equity LLC and Ridgegate Alternatives LLC, and advisory services through AE Wealth Management and Ridgegate Advisors LLC. Coleman dedicates a significant amount of time to these activities, including full-time hours to insurance sales and about a quarter of their time to other ventures.
Employment History
Current Registrations
Ridgegate Advisors, LLC
Emerson Equity LLCBroker
Previous Registrations
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Ridgegate Financial, LLC
State Registrations5 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.