Benham Advisory Group provides investment management and financial planning services. For investment management, they determine your goals, time horizon, and risk tolerance to create a suitable investment strategy. Financial planning includes evaluating your current and future financial state, covering topics like retirement, risk management, taxes, and estate planning. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$94M
Clients345
Advisors2
Avg. per Client$270K
Avg. per Advisor$47M
www.benhamadvisory.com ·www.youtube.com/channel/ucgb1lsxb1inxbcwvuvabezw ·www.facebook.com/benhamadvisorygroupinc
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Benham Advisory Group manages investments using two different strategies, each with its own fee schedule:
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Schwab Core Strategies:
- Up to $250,000: 1.20% per year
- $250,001 to $500,000: 1.15% per year
- $500,001 to $1,000,000: 1.10% per year
- Over $1,000,000: 1.00% per year
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Advisor 123:
- Up to $250,000: 1.40% per year
- $250,001 to $500,000: 1.35% per year
- $500,001 to $1,000,000: 1.30% per year
- Over $1,000,000: 1.20% per year
These fees are based on the total value of your investments and are charged monthly. The annual fee is negotiable based on various factors.
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