Benzer Capital

Fee-Only (% of Portfolio)Fixed/Hourly

Benzer Capital is a registered investment advisor based in Missouri City, Texas, offering portfolio management, financial planning, and consulting services. Benzer Capital tailors its investment strategies to meet each client's specific objectives and risk tolerance, utilizing fundamental analysis, long-term and short-term purchases, and option writing. In addition to managing investments directly, Benzer Capital offers hourly and fixed-fee financial planning covering areas such as retirement, tax strategies, estate planning, and insurance analysis. Benzer Capital does not require a strict minimum account size to open an account, though the firm reserves the right to close accounts that become too small to manage effectively. The firm is owned and operated by Salim A. Nathani and also maintains affiliations with separate entities providing tax services and private fund management.

Assets Under Management$100M
Clients98
Advisors1
Avg. per Client$1M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual portfolio management fee will not exceed 3.00%. Billed quarterly in arrears based on average account value. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Benzer Capital - Fees, AUM & Advisors | TrueAdvisor