Benin Management Corporation (BMC) manages investment portfolios and provides investment advice tailored to individual client needs. BMC's services include investment management and advisory services, with potential advice on business planning, charitable giving, retirement planning, insurance planning, and tax planning. BMC manages client investment portfolios on a discretionary basis, primarily allocating assets among individual debt and equity securities, options, mutual funds, and exchange-traded funds.
Assets Under Management$520M
Clients365
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$260M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable under limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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