Benedict Wealth Management, operating as Legacy Wealth Concepts alongside affiliated professionals, offers personalized investment management and financial planning services. The firm builds customized investment portfolios—often utilizing unit investment trusts for efficiency—and assists with a wide range of financial needs, including retirement planning, tax strategies, estate planning, risk management, and education funding. Benedict Wealth Management works with individuals, high net worth individuals, trusts, charitable institutions, and foundations, tailoring its approach to each client's specific goals and risk tolerance.
Assets Under Management$65M
Clients151
Advisors3
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.25% to 1.25% annually and are negotiable. Billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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