Benningfield Financial Advisors provides financial planning and investment management services. They work with clients to define financial goals and develop strategies to achieve them. Benningfield Financial Advisors manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They are a fee-only firm, so they only get paid by their clients and don't accept commissions.
Assets Under Management$280M
Clients48
Advisors3
Avg. per Client$5.9M
Avg. per Advisor$95M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. A minimum quarterly fee of $7,500 is assessed if the value of a client’s managed portfolio at the time of the annual fee calculation is below $3,000,000. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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