Benjamin F. Edwards & Co. operates as both a registered investment advisor and a broker-dealer, providing comprehensive wealth management services to individuals, families, trusts, and businesses. The firm offers a variety of investment programs, including discretionary and non-discretionary wrap fee programs, mutual fund and exchange-traded fund strategies, individual equity and fixed income portfolios, separately managed accounts, and unified managed accounts. Clients work with financial advisors to determine appropriate asset allocation models and strategies tailored to their specific needs, risk tolerance, and time horizons. In addition to investment management, Benjamin F. Edwards & Co. provides financial planning, retirement plan consulting, and participant consulting services. The firm emphasizes personalized guidance, ongoing portfolio monitoring, and customized solutions, while also maintaining robust oversight through its home office and investment strategy committee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.