Jac Bentley
Jac Bentley is a registered investment advisor at Bentley Wealth Management, LLC, based in Marblehead, MA, with 11 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $35M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable based on individual client circumstances.
Fee Estimator
Location
114 Washington Street, Suite 4, Marblehead, MA, 01945
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Jac is the owner and sole proprietor of Bentley Financial, offering fixed annuities, life, disability, and long-term care insurance. This takes a few hours per week, some of which are during securities trading hours.
Employment History
Current Registrations
Bentley Wealth 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.