Benedict Financial Advisors (BFA) offers financial planning, investment portfolio management, and general consulting services. Financial planning is typically focused on retirement income and is provided alongside investment management, not as a standalone service. BFA develops a financial outline and investment plan for each client based on their goals and risk tolerance. BFA manages investment portfolios on a discretionary basis.
Assets Under Management$470M
Clients325
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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