BG

Ben Grosco

Integrated Wealth Management

Columbus, OH
FINRA VerifiedFiduciary
Firm Details

Experience

16 yrs

AUM

N/A

Minimum

$500K

Fee Type

Fee-Only

Specialties

Wealth ManagementRetirement PlanningBusiness Planning

Certifications & Licenses

FiduciaryCFPCPASeries 65

Regulatory Information

FINRA Verified

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Fee Structure

Assets Under Management (AUM) Fee

$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%

Account minimum: $250K (negotiable)

Comprehensive Financial Plan

$5Kone-time

Hourly Consultation

$200 - $291per hour

Work History

Integrated Wealth ManagementCurrent

Managing Director / Financial Advisor

Jun 2019 - Present6 years

Merrill Lynch

Senior Financial Advisor

Jan 2015 - Feb 20194 years

LPL Financial

Financial Advisor

Aug 2011 - Oct 20154 years

Other Business Activities

This advisor is also engaged in the following business activities:

insurance agent

Licensed to sell life insurance and annuities

Compensation: Commissions

broker dealer

Registered Representative with affiliated broker-dealer

Compensation: Commissions

Office Locations

Integrated Wealth Management

Primary

Columbus, OH

Key Team Members

BG

Ben Grosco

Financial Advisor