BeneVest & Associates operates as a solicitor on behalf of unaffiliated investment advisors. Instead of managing portfolios directly, BeneVest & Associates refers, introduces, and negotiates the sale of investment advisory services to clients on behalf of third-party firms. The firm does not manage client assets, hold custody of funds, make investment decisions, or provide ongoing account reviews. Compensation for these referral services typically comes from a share of the advisory fee charged by the unaffiliated investment advisor or a set amount based on the value of the client's portfolio, as specified in individual solicitor agreements. BeneVest & Associates does not charge clients directly or collect fees in advance.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.