Benson Advisory Services & Asset Management
Jeffrey A. Benson Advisory Services & Asset Management (BASAM) provides financial planning and consulting services. These services include spreadsheet analysis, retirement planning, investment planning, estate planning, insurance planning, college planning, and tax planning. BASAM offers these services on a fixed, hourly, or retainer fee basis, depending on the client's needs and the complexity of their financial situation. BASAM also acts as a solicitor for third-party money managers.
Fee Structure
Periodic financial planning and consulting services are offered as part of an annual retainer program. These services include periodic reviews, revisions/updates to the financial plan, and day-to-day consulting as needed. Fees range from $250 to $1000, payable at the time of service.
BASAM offers financial planning services on a fixed fee basis, ranging from $250 to $5,000, depending on the complexity of the client's financial situation.
- A $500 plan includes spreadsheet reports, analysis, consultations, investment planning, retirement planning, and insurance planning, entailing approximately 4 hours of work.
- A $1,250 all-inclusive plan covers all services and includes quarterly reviews, entailing approximately 10 hours of work.