SJBenen Advisory manages investment portfolios and provides financial planning services for individuals, high-net-worth clients, pension and profit-sharing plans, small businesses, and non-profits. The firm designs custom investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing an Investment Policy Statement. SJBenen Advisory offers three distinct management tiers: Passive Management, which focuses on low-fee index funds and fixed income; Long-Only Active Management, which uses tactical allocation and limited options; and Long-Short Active Management, which employs complex strategies like short selling, futures, and leveraged exchange-traded funds. In addition to investment management, SJBenen Advisory provides financial planning covering investment, tax, retirement, college, and debt planning, as well as advisory services for small business retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by management tier: Passive Management (0.25%-0.50%), Long-Only Active Management (0.50%-1.00%), and Long-Short Active Management (1.00%-1.50%). Relationship-level fee will not exceed 1.5% per annum. Fees are generally negotiable.