Ben-David Financial Planning provides goal-oriented investment advice and financial planning services tailored to each client's individual needs. Dori Ben-David, the owner and principal advisor, has been a financial planner and investment advisor since 2002, working with individuals, couples, families, and business owners.
Fee Structure
Ben-David Financial Planning charges a fixed annual retainer for ongoing financial planning and investment management, billed quarterly. The retainer fee is based on the complexity of your financial situation, considering factors like the amount of assets managed and not managed, the number and type of accounts, and any special circumstances. Most retainer fees range from $10,000 to $20,000 per year, but can exceed this amount depending on the complexity of the client's situation and assets to be managed.