Milo Benningfield
Milo Benningfield is a CFP-designated registered investment advisor at Benningfield Financial Advisors, LLC, based in San Francisco, CA, with 13 years of industry experience. Milo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 48 clients with $280M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. A minimum quarterly fee of $7,500 is assessed if the value of a client’s managed portfolio at the time of the annual fee calculation is below $3,000,000. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
1160 Battery Street East, Suite 100, San Francisco, CA, 94111
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Benningfield Financial Advisors, LLC
State Registrations1 state
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