Benjamin F. Edwards Wealth Management, LLC

Benjamin F. Edwards Wealth Management, LLC, established in August 2018, specializes in providing Discretionary Investment Management Services through a wrap fee advisory account. Clients have the option to work with affiliated investment adviser representatives or third-party money managers. The firm offers various account types, including individual, pension, profit-sharing plans, trusts, estates, charitable organizations, corporations, public entities, educational institutions, foundations, and investment clubs. The minimum account sizes vary based on the manager and strategy selected, ranging from $5,000 to $160,000. Clients can place reasonable restrictions on investments, and fees are negotiable and customized based on services provided. EWM acts as a fiduciary and provides clients with detailed information on fees, compensation, investment strategies, and potential conflicts of interest. The firm does not have any disciplinary events to report and maintains a Code of Ethics to ensure high ethical standards among its supervised persons. EWM receives support services from Custodians, and clients are encouraged to review account statements and reports carefully. The firm does not maintain custody of client assets but is deemed to have custody due to specific authorities granted by clients. EWM is registered with the SEC and complies with federal and state regulations.