Simon Schultz is a registered investment advisor at Benari Capital, LLC, based in Northbrook, IL, with 1 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12 clients with $17M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who engage Benari Capital for separately managed accounts or direct indexing services under the IKARON brand will incur an additional program fee ranging from 0.10% to 0.50% annually on the value of assets participating in the program. This fee is in addition to Benari Capital’s standard advisory fee.
Fee Estimator
Location
645 Landwehr Road, Northbrook, IL, 60062
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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
Benari Capital, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations2 states
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