Benning Financial Group (BFG) offers investment advice and portfolio management based on your individual needs and goals. BFG also provides consulting services on topics like business succession planning. BFG manages accounts on a discretionary or non-discretionary basis. Management personnel are also licensed insurance agents, which presents a conflict of interest.
Assets Under Management$90M
Clients99
Advisors1
Avg. per Client$910K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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