Benevolent Planning LLC offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning covers various areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 0.95% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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