Edward Allen Benson provides investment advice to individuals and trustees of trusts, focusing on stocks and bonds. The firm uses fundamental research and a buy-and-hold strategy, aiming to hold investments for ten to twenty years or more. Clients choose their own discount broker, and the firm provides quarterly written reviews and billing statements.
Assets Under Management$38M
Clients23
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is 0.5% for stocks and 0.25% for bonds. No fee for money market funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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