Benefit & Investment Consulting, LLC

Fee-Only (% of Portfolio)

Benefit & Investment Consulting provides professional consulting and investment management services exclusively to institutional clients, such as defined contribution plans, endowments, foundations, and other non-profits. Led by Christie A. Atwell, the firm specializes in managing stable value funds, assisting organizations with credit analysis, diversification, contract management, liquidity management, duration decisions, and asset allocation. Additionally, the firm helps clients create investment policy statements, select money managers, and monitor ongoing investment performance. The firm operates on an independent and objective basis, charging either an hourly rate or a percentage of assets managed, without accepting commissions or maintaining outside affiliations that could create conflicts of interest.

Assets Under Management$57M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$57M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$200/hr
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Location

1 Advisors at this firm

Benefit & Investment Consulting, LLC - Fees, AUM & Advisors | TrueAdvisor