Benold Financial Planning provides investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Benold Financial Planning also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$140M
Clients60
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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