Benedetti Financial provides investment management and financial planning services. For investment management, Benedetti Financial uses a variety of money managers and works with clients to identify the manager that best suits their needs. Financial planning covers personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. Benedetti Financial also offers consulting services on specific financial topics and provides seminars/webinars.
Assets Under Management$98M
Clients517
Advisors2
Avg. per Client$190K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
The above fee schedule applies to Growth and Balanced portfolios. Income portfolios are charged at a lower rate: 0.75% on the first $100,000 and 0.50% on amounts over $100,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...