Benjamins Money

Fee-Only (% of Portfolio)

Benjamins Money provides investment management by recommending model portfolios managed by RBC Capital Markets, typically consisting of low-cost ETFs. They also offer financial planning and consulting services through their online platform, analyzing your financial situation and providing ongoing advice. The scope of financial planning services varies depending on the tier you select. Benjamins Money does not verify information provided by clients and cannot guarantee the results of their recommendations.

Assets Under Management$9.1M
Clients5
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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No advisors found for this firm.