PB
PB

Pamela Benningfield

24 Years of Experience
Dallas, TX

Pamela Benningfield is a registered investment advisor at Snowcap Capital Management, based in Dallas, TX, with 24 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 11 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$20.1M average
Assets Under Management
$220.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. The minimum fee may be waived for members of the family. Generally, the minimum account size is $1,000,000, subject to a minimum annual fee of $5,000. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8117 Preston Road, Suite 610, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Pamela is a director, vice-president, and treasurer of Goddard Investment Company, a privately held investment firm. She also serves as secretary & treasurer of Corrigan3B Company and treasurer of Schoolhouse Capital Management, dedicating about two-thirds of her time to these businesses.

Employment History
Current Registrations
Snowcap Capital Management
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
April 2000 - February 2007 · 6 yrs 10 mos
State Registrations7 states
CADEFLMTNMTXUT
Advisor

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.

Exams
No exam information available for this advisor.
Pamela Benningfield - Financial Advisor | TrueAdvisor