Bennett Wood is a registered investment advisor at Surience Private Wealth LLC, based in Yakima, WA. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 143 clients with $130M 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 $1000K | 1.75% |
| $1.0M - $2.5M | 1.45% |
| $2.5M - $10.0M | 1.15% |
| $10.0M - $25.0M | 0.95% |
| $25M+ | 0.95% |
Minimum annual fee of $2,500. Genesis Strategy has a flat fee of 1.75% for all assets.
Fee Estimator
Location
402 E Yakima Ave, Suite 120, Yakima, WA, 98901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Surience Private Wealth LLC
State Registrations2 states
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