Kyle Benham is a registered investment advisor at Benham Advisory Group, based in Greenwood, IN, with 4 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 345 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Benham Advisory Group manages investments using two different strategies, each with its own fee schedule:
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Schwab Core Strategies:
- Up to $250,000: 1.20% per year
- $250,001 to $500,000: 1.15% per year
- $500,001 to $1,000,000: 1.10% per year
- Over $1,000,000: 1.00% per year
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Advisor 123:
- Up to $250,000: 1.40% per year
- $250,001 to $500,000: 1.35% per year
- $500,001 to $1,000,000: 1.30% per year
- Over $1,000,000: 1.20% per year
These fees are based on the total value of your investments and are charged monthly. The annual fee is negotiable based on various factors.
Location
3147W Smith Valley Road, Suite E, Greenwood, IN, 46142
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kyle is an independent insurance agent and investment advisor representative (IAR) through Benham Advisory Group, working nearly full-time. He also provides back office tax support services through Benham Advisory Group, dedicating about a quarter of his time. Additionally, Kyle is a director at Benosi Row, LLC, but spends no time on this activity.
Employment History
Current Registrations
Benham Advisory Group
Previous Registrations
Brokers Financial
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.