Bene Wealth Management (BWM) offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. BWM creates an Investment Policy Statement for each client. BWM generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. BWM seeks to act in the client's best interest and allocate investment opportunities fairly.
Assets Under Management$15M
Clients41
Advisors1
Avg. per Client$370K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Bene Wealth Management charges an annual fee based on the value of your portfolio.
- All assets under management — 1.00% to 1.40%
These fees are negotiable based on your needs and the complexity of your situation. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
Loading...