Bennett Wood is a registered investment advisor at Surience Private Wealth LLC, based in Yakima, WA, with 1 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 148 clients with $120M 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 $1.0M | 1.75% |
| $1.0M - $2.5M | 1.45% |
| $2.5M - $10.0M | 1.15% |
| $10M+ | 0.95% |
Rates apply to Growth, Moderate, and Balanced strategies. The Genesis Strategy charges a flat 1.75% for all assets. Minimum annual fee of $2,500 applies. Fees are negotiable.
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.
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
Surience Private Wealth LLC
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.
Exams
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