The Bendix Financial Group, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
The Bendix Financial Group provides investment advice tailored to each client's needs. They offer discretionary investment management on both wrap and non-wrap fee bases. To a limited extent, they may also provide financial planning and consulting services for a separate fee. The firm also offers access to various third-party investment advisory programs. They primarily allocate client assets among individual equity and fixed income securities, mutual funds, and exchange-traded funds.
Assets Under Management$170M
Clients212
Advisors3
Avg. per Client$790K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.2M | 1.75% |
| $1.2M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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