Benowitz Wealth Management offers investment advisory services, portfolio management, financial planning, and educational seminars. The firm works with clients to understand their financial situation, goals, and risk tolerance, then proposes an investment approach. They manage client accounts, rebalance portfolios, and adjust strategies as needed. Financial planning is included at no additional cost with portfolio management.
Assets Under Management$570K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$570K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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