Advisor at Eight Ventures Private Wealth Management
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Firm
Eight Ventures Private Wealth Management
Location
Atlanta, GA
Credentials
CFP®, Series 65
Industry experience
6 years
Benjamin Hames is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has been with Eight Ventures Private Wealth Management since 2019 and previously worked at the Georgia Department of Economic Development from 2014 to 2019. Eight Ventures provides financial planning and discretionary investment management to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term client relationships and customized financial plans, utilizing diversified portfolios and a range of analytical approaches to manage risk and optimize returns.
Based on Eight Ventures Private Wealth Management
Based on Eight Ventures Private Wealth Management
$0 - $1,000,000: 0.9% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.6%
Commissions earned from insurance policy sales when assisting clients as an independent insurance broker.
$200 per hour for financial planning services not culminating in Investment Advisory Services.
Account minimum: $100,000
Atlanta, GA
Georgia · Texas
Eight Ventures Private Wealth Management
2019 - Present (7 years)
Georgia Department of Economic Development
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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