Bennyhoff & Co., LLC provides investment consulting and advisory services exclusively to other registered investment advisors, family offices, and institutional clients. The firm does not manage money directly for individual investors. Services include investment strategy evaluation and construction, behavioral coaching, white label investment content, investment committee support, videoconferencing engagements, marketing content collaboration, advisor-client call participation, and due diligence on third-party money managers. The firm focuses on long-term, buy-and-hold passive investment strategies using publicly traded mutual funds, exchange-traded funds, stocks, and bonds.
Assets Under ManagementN/A
Clients5
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
- Ongoing consulting services — typically ranging between $90,000 and $120,000 per year, paid monthly in advance in equal increments, based on the scope and complexity of the client's needs
- Hourly consulting — typically ranging between $500 and $700 per hour, depending on the complexity of the project work requested
One-Time Plan:$90,000 - $120,000
Hourly Rate:$500 - $700/hr
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