Advisor at Cary Street Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cary Street Partners
Location
Mc Lean, VA 22101
Credentials
Series 63, Series 65
Industry experience
23 years
Benjamin Peress is a financial advisor at Cary Street Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Financial Corp. Outside of his advisory role, he is a member of WRE Hendersonville, LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a range of investment strategies and offers access to alternative and private fund vehicles, combining third-party managers with in-house resources.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
6862 Elm Street, Suite 205
Mc Lean, VA 22101
California · Illinois · Nevada · New York · North Carolina · Texas · Virginia
Cary Street Partners Investment Advisory LLC
2022 - Present (4 years)
Dixon, Hubard, Feinour & Brown, Inc.
2021 - 2022 (1 year)
Old Dominion Capital Management
2018 - 2021 (3 years)
Outfitter Financial Corp.
2005 - 2016 (11 years)
Outfitter Advisors, Ltd.
1999 - 2018 (19 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
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.
CFP®, Series 65
Reston, VA
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CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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