Bruce Benham
Bruce Benham is a registered investment advisor at Baron Capital Management, LLC, based in Scottsdale, AZ, with 24 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable and may be amended by Advisor upon 60 days’ written notice to Client. Fee rates may be reduced anytime at Baron Capital Management’s discretion.
Fee Estimator
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1994Other Business Activities
Bruce holds an Arizona Real Estate Brokers License and is the Designated Broker for Showhomes Luxury Staging, a company that places home managers in properties for sale. Bruce's involvement is limited to reviewing contracts, taking minimal time and not influencing his investment advisor activities.
Employment History
Current Registrations
Baron Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.