Bennington Financial Planning Group offers portfolio management based on individual client goals and risk tolerance. They create investment plans and may use authority to make trades without asking first. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt, charged at an hourly rate.
Assets Under Management$220M
Clients359
Advisors3
Avg. per Client$620K
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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