Unclaimed
Benjamin John Lederer is an investment advisor representative with Fisher Investments and has been in the industry since January 2015. Benjamin holds a Series 65 license, which means he is qualified to provide investment advice to clients in Texas and Washington. Benjamin has extensive experience in financial planning, portfolio management for businesses, and portfolio management for individuals, investment companies, and pooled investment vehicles. He is committed to providing clients with personalized investment advice and strategies tailored to their individual financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
12/19/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Benjamin Lederer is the right advisor for you? Invested Better is here to help.