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Benjamin Richardson

Advisor at GFG Solutions

Updated today
GFG Solutions logo

Firm

GFG Solutions

Location

Orlando, FL 32801

Credentials

Series 65

Industry experience

2 years

About

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked at Landscape Resources for seven years and attended Florida Southern College. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and provides specialized services such as retirement-plan rollover guidance and held-away account oversight.

Client services

Based on GFG Solutions

Portfolio management

Expertise

Based on GFG Solutions

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Based on GFG Solutions

Founder/Business Owner Executive

Demographic focus

Based on GFG Solutions

Parents Married/Couples/Partners Mid-Career Professionals

Fee options

Percentage

$0 - $249,999: 1.10% - 1.20% $250,000 - $499,999: 1.00% - 1.10% $500,000 - $999,999: 0.90% - 1.00% $1,000,000 - $1,999,999: 0.80% - 0.90% $2,000,000 - $2,999,999: 0.70% - 0.80% $3,000,000 - $4,999,999: 0.60% - 0.65% $5,000,000 - $9,999,999: 0.50% - 0.55% $10,000,000+: 0.50%

Commissions

Commission compensation for insurance products sold by investment advisor representatives acting as insurance agents

Project-based
Performance-based

20% performance fee on carried interest above a 15% IRR hurdle for qualified clients, plus 1% fixed management fee for leveraged equity portfolios

Other

Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions on securities

Location

150 N. Orange Street, Suite 340

Orlando, FL 32801

Most active in

Florida

Work history

GFG Solutions

2024 - Present (2 years)

GFG Solutions

2023 - 2023 (1 year)

Landscape Resources

2016 - 2023 (7 years)

Florida Southern College

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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