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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable on a client-by-client basis.