Benefi Global Corp is an internet-only registered investment advisor that provides investment advice to non-profit organizations, foundations, and charitable entities. Benefi's services are tailored to the organization’s unique mission, liquidity needs, and investment time horizon. Benefi uses an online questionnaire to determine the organization's needs and recommends an appropriate investment strategy aligned with either a short-term liquidity strategy or a long-term growth strategy.
Fee Structure
Benefi Global Corp charges a one-time Inbound Asset Fee on donated assets, ranging from 2.49% to 3.99% of the market value of the securities at the time of liquidation. This fee covers the first year of asset management. Beginning in the second year, an ongoing annual asset management fee is charged, ranging from 0.99% to 1.99% of the assets they manage. Fees are deducted directly from your account.