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Austin Benoff

2 Years of Experience
Horsham, PA

Austin Benoff is a registered investment advisor at Prosperity Advisers, LLC, based in Horsham, PA, with 2 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 289 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
289 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$375.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Prosperity Advisers manages investments for a fee based on the total value of your portfolio. This fee generally ranges from 0.50% to 1.50% annually. The exact fee is negotiable and depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Fees are typically billed quarterly, based on the value of your investments at the end of the previous period.

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Location

424 Dresher Road, Horsham, PA, 19044

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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.

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Employment History
Current Registrations
Prosperity Advisers, LLC
September 2023 - Present · 2 yrs 7 mos
State Registrations2 states
PATX
Advisor

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.

Exams
No exam information available for this advisor.