Advisor at Executive Money Managers, Inc.
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Firm
Executive Money Managers, Inc.
Location
Social Circle, GA 30025-2850
Credentials
Series 65
Industry experience
15 years
Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.
Based on Executive Money Managers, Inc.
$0 - $250,000: 1.00% $250,001+: 0.50%
$250 per hour, negotiable depending on client circumstances
Account minimum: $50,000
236 A North Cherokee Road, Unit A
Social Circle, GA 30025-2850
Georgia
Executive Money Managers
2010 - Present (16 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Reagan Financial Planning LLC
Series 63, Series 65
Covington, GA
Butler-Davis Financial Group, LLC
Series 65
Social Circle, GA
Executive Money Managers, Inc.
CFP®, Series 63
Madison, GA
Longview Wealth Management
Series 66
Madison, GA
Longview Wealth Management
Series 65
Covington, GA
CapSouth Wealth Management
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