Benefit & Investment Consulting, LLC offers consulting services to institutional clients. Their services include stable value fund management, assistance in creating investment policy statements, guidance in selecting money managers, and monitoring investment performance. They tailor their services to each client's needs and may manage assets with authority to make trades without asking first.
Assets Under Management$57M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.20% |
| $100.0M - $200.0M | 0.15% |
| $200M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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