| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees negotiable above $6,000,000.
538 Valley Brook Road, Suite 100, Venetia, PA, 15367
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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 →Benjamin engages in occasional insurance product sales during normal trading hours. This activity requires minimal time, less than one hour per month.