J. Benjamin Financial manages investment portfolios and offers financial planning and consulting services for individuals and other clients. J. Benjamin Financial creates personalized portfolios consisting of individual stocks, bonds, exchange-traded funds, mutual funds, and other public and private securities, continuously monitoring and rebalancing them to meet client goals. The firm's financial planning services cover investment planning, retirement planning, estate planning, charitable planning, education planning, tax planning, real estate analysis, debt analysis, and insurance analysis. J. Benjamin Financial works with individuals and high-net-worth individuals, emphasizing a service-oriented approach with open lines of communication.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Fees are negotiable.