Edward Benson
Advisor at Edward Allen Benson, PhD
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.
Advisor at Edward Allen Benson, PhD
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
Edward Allen Benson, PhD
Location
San Antonio, TX
Credentials
Series 63
Industry experience
9 years
Edward Benson is the sole advisor at Edward Allen Benson, PhD, an independent firm based in San Antonio, TX. He holds a Series 63 designation and has nine years of industry experience, alongside over three decades of professional work under his name since 1992. Benson's firm focuses on fee-only investment advice and portfolio management for a small roster of individual clients and trustees. The firm emphasizes fundamental research with a long-term buy-and-hold strategy, managing accounts on a limited-discretion basis while clients retain control over custodial brokerages.
$0+: 0.5% annually on stocks $0+: 0.25% annually on bonds
Fee-only: Fee only, no commissions
San Antonio, TX
Texas
EDWARD ALLEN BENSON,PH D.
1992 - Present (34 years)
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