Bentwood Investment Advisory provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Bentwood primarily recommends equities, mutual funds, fixed income, real estate funds, ETFs, and treasury inflation-protected bonds.
Assets Under Management$42M
Clients17
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
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 - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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