Vanguard Advisers Inc
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About this Advisor
Benjamin Schottenfels is a certified financial planner based in Charlotte, North Carolina. Currently an investment advisor at Vanguard Advisers Inc, they have accumulated 10 years of work experience. Schottenfels has a Series 63 license, designating the advisor as a securities broker. Schottenfels can advise clients in North Carolina and Texas. Schottenfels has worked their complete career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and operates out of three other locations across the country. In total, Vanguard Advisers Inc manages $151 billion in assets across 661,667 accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Benjamin Schottenfels Work History
Benjamin has 10 years of experience.
The Vanguard Group, Inc
Benjamin Schottenfels has no disclosures.
Please visit their SEC profile for more details.