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Michael Vincent Benevento

Beese Fulmer Private Wealth Management

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About Michael Vincent Benevento

Michael Vincent Benevento is an Investment Advisor Representative at Beese Fulmer Private Wealth Management. Michael has been in the financial industry since 2020. Michael earned the Series 65 license by passing the Uniform Investment Adviser Law Examination. Michael specializes in financial planning, portfolio management for individuals and businesses and portfolio management for pooled investment vehicles. Michael's firm, Beese Fulmer Private Wealth Management, is based in Canton, Ohio and manages between $1 billion and $10 billion in assets.

Firm Information

Michael Benevento is currently registered with Beese Fulmer Private Wealth Management. Beese Fulmer Private Wealth Management is a wealth management firm located in CANTON, OH. The firm manages approximately $1 billion - $10 billion in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. They provide financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
Beese Fulmer Private Wealth Management

4334 MUNSON STREET NW

CANTON, OH 44718

$1.32B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Benevento’s Registration & Firm History

OH

06/02/2021 - Present

Beese Fulmer Private Wealth Management (CANTON OH)

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Licenses & Designations

IA

Issued 06/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Vincent Benevento.
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