Benjamin Simmons is a registered investment advisor at Steward Advisors Group, LLC, based in Halfmoon, NY, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees negotiable for accounts over $10,000,001. For assets invested in private placements and alternative assets, the annual fee rate will be 1.50%.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
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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 →Employment History
Current Registrations
Steward Advisors Group, LLC
Etico Partners, LLCBroker
Etico Partners, LLC
Simmons Capital Group
Previous Registrations
J.P. Morgan Securities LLC
State Registrations2 states
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