Benjamin Bailey is a CFA-designated registered investment advisor at Praxis Investment Management, INC., based in Goshen, IN, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Praxis Investment Management manages investments for mutual funds (Praxis Funds). They charge an asset-based fee for this service, as detailed in the fund's prospectus. They also offer consulting services, where fees range from 0.05% to 1.2% of assets under advisement, depending on the complexity of the client's circumstances. Fees are agreed upon before a contract is signed and billed monthly.
Location
1110 N Main St, Goshen, IN, 46528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Praxis Investment Management, INC.
State Registrations1 state
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