Benson Avenue Capital is a registered investment advisor offering portfolio management and advisory consulting services. For portfolio management, they tailor investment advice to meet client needs, objectives, and risk tolerance, potentially using model portfolios. For advisory consulting, they provide general financial guidance, research reports, and analysis of investment concepts and strategies. Clients can accept or reject recommendations.
Assets Under Management$56M
Clients10
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$56M
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% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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