About BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED is a full-service financial firm that focuses on putting clients’ needs and goals first. With expertise in a variety of financial services, they assist clients in achieving their financial objectives and provide personalized recommendations tailored to their unique situation.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Provides personalized recommendations
- Puts clients’ needs and goals first
Facts and Insights
In order to better understand the capabilities of BENJAMIN F. EDWARDS & COMPANY, INCORPORATED, let’s take a look at some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 400+ | 10+ years |
These figures demonstrate the firm’s significant presence and experience in the financial industry, providing peace of mind and confidence to clients.
Financial Services Offered
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED offers a wide range of financial services to cater to their clients’ needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Insurance
- Tax planning
Client Types
The firm serves a diverse group of clients, including individuals, families, corporations, and non-profit organizations. They understand that each client has unique financial goals and tailor their services to meet those specific needs.
Fees & Compensation
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED operates on a fee-based compensation structure, which means that their advisors are not compensated based on commission. This aligns the interests of the advisor and the client and ensures that the recommendations are in the best interest of the client.
Background
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED was founded in 2008 by Benjamin F. (Tad) Edwards IV, a fourth-generation financial advisor with over 30 years of experience in the industry. He has instilled a client-focused approach in the firm’s culture, which has allowed them to grow and expand their services.
Financial Advisor Disclosures to Know
As with any financial firm, BENJAMIN F. EDWARDS & COMPANY, INCORPORATED has certain disclosures that clients should be aware of. These include any potential conflicts of interest, disciplinary actions, and any affiliations with other financial institutions. These disclosures can be found on their website or by speaking with an advisor.