Bentley Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Bentley Wealth Management offers financial planning and investment advice to individuals, trusts, estates, businesses, and retirement plans. Financial planning covers areas like retirement, taxes, and estate planning. For investments, Bentley Wealth Management creates customized portfolios based on client needs, using various securities like mutual funds, stocks, and bonds. They can manage investments with or without the client's direct input on each trade.
Assets Under Management$35M
Clients100
Advisors1
Avg. per Client$350K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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