Binkley Wealth Management Group offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Binkley Wealth Management Group generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$7M
Clients115
Advisors1
Avg. per Client$61K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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