Samson Benen is a registered investment advisor at Sjbenen Advisory, LLC, based in Durham, NC, with 9 years of industry experience. Samson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SJBenen Advisory offers three tiers of investment management, with fees based on the level of active management and complexity:
- Passive Management: 0.25% to 0.50% per year
- Long-Only Active Management: 0.50% to 1.00% per year
- Long-Short Active Management: 1.00% to 1.50% per year
There is a $50,000 minimum for passive management, a $250,000 minimum for long-only active management, and a $2,500,000 minimum for long-short active management, which may be waived. If a client has multiple accounts under management, the maximum fee that can be billed on any one single account is 3% per annum, but the relationship-level fee on all accounts under management will not exceed 1.5%.
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sjbenen Advisory, LLC
State Registrations2 states
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