Stephen
Benjamin
Planned Asset Management
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About this Advisor
Stephen Benjamin is a financial advisor based in Calabasas, California, working with Planned Asset Management. Stephen has previously held positions at Stephen Benjamin, Cpa and Independent Financial Group. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Stephen is part of Planned Asset Management, which operates out of Calabasas, California. The firm has 6 employees and manages assets totaling $320.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Planned Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planned Asset Management Brokerage Details
$320,337,000
6
279
$1,148,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Stephen Benjamin Work History
Independent Financial Group
Stephen Benjamin, Cpa
Disclosures
Please visit the SEC profile of Stephen Benjamin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planned Asset Management
Agoura Hills, CA
Calabasas, CA
Calabasas, CA
Agoura Hills, CA
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