Benjamin Hall is a registered investment advisor at Chipser Wealth Management, LLC, based in Destin, FL. 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. Their firm serves 107 clients with $140M 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 | 2.00% |
| $1M+ | 1.75% |
In individual cases, Chipser Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services. In these instances, the combined total fees charged to the client annually will not exceed 2% of their annual portfolio value.
Fee Estimator
Location
4300 Legendary Drive, Suite 230, Destin, FL, 32541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chipser Wealth Management, LLC
State Registrations1 state
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