Benson Wealth Management offers investment management services to individuals. They determine investment strategies based on your goals, time horizon, and risk tolerance. You can place restrictions on the types of investments they make. Benson Wealth Management has discretionary authority to execute trades.
Assets Under Management$120M
Clients215
Advisors2
Avg. per Client$540K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...