Benning Financial Group, LLC

Fee-Only (% of Portfolio)

Benning Financial Group, LLC is a registered investment advisor based in Benicia, California, that has been in business since 2002. The firm primarily provides continuous portfolio management services tailored to each client's individual needs, goals, time horizon, and risk tolerance. Portfolios can be managed on a discretionary or non-discretionary basis. In addition to investment management, Benning Financial Group offers focused consulting services on topics such as business consulting, 1031 exchanges, and business succession planning. The firm uses fundamental and cyclical analysis for its investments, employing strategies such as long-term purchases, short-term purchases, trading, and option writing. Benning Financial Group manages assets for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.

Assets Under Management$95M
Clients93
Advisors1
Avg. per Client$1M
Avg. per Advisor$95M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K+1.25%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm