Benjamin
Schottenfels

Vanguard Advisers Inc

CRD#5564228
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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.

2008 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Benjamin Schottenfels has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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