Advisor at Unicorn Consulting
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Benjamin Thornton is a financial advisor at Unicorn Consulting in Ayer, Massachusetts, with nine years of industry experience. He holds a Series 65 designation and has worked at Unicorn Consulting since 2016 and previously at Dr. Steele Belok, MD from 2013 to 2021. Thornton also operates as an independent insurance agent on a limited basis. Unicorn Consulting provides financial planning and portfolio management primarily to individual clients, using an individualized asset allocation approach with a focus on long-term purchase strategies across various asset classes. The firm manages client portfolios on a non-discretionary basis, requiring client approval for trades and conducting regular account reviews.
Based on Unicorn Consulting
$500 for financial planning service
0.75% annually
Ayer, MA
Massachusetts
Unicorn Consulting
2016 - Present (10 years)
Dr. Steele Belok, MD
2013 - 2021 (8 years)
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Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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