Bene Wealth Management Company manages investment portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and trusts. The firm builds personalized portfolios based on each client's specific goals, time horizon, and risk tolerance using fundamental analysis and long-term trading strategies. Bene Wealth Management Company generally limits its investment advice to mutual funds, fixed income securities, equities, and exchange-traded funds. In addition to investment management, the firm's principal is involved in outside business activities including insurance and real estate services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees range from 1.00% to 1.40% annually and are generally negotiable depending on client needs and situation complexity.