Benefit Investing LLC aims to educate and advise individuals around financial decisions. It offers employer-funded workshops, hourly projects, and long-term financial planning. The firm's mission is to educate working adults on saving and investing to help them with their financial needs. Justin Boyle is the 100% owner and Chief Compliance Officer.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $9.0M | 0.35% |
| $9M+ | 0.20% |
We may combine the account values of family members living in the same household to determine the applicable straight tier advisory fee. The advisory fee is negotiable, depending on Client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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