Benton Innovation Group (BIG) offers personalized financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. BIG provides advice through consultations and may include financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. BIG is a fee-based firm and may sell annuities, insurance, or other commissioned products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Accounts within the same household can be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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