Bender Money refers clients to third-party money managers. Bender Money assists clients with identifying their risk tolerance and investment objectives. Clients enter into an agreement with Bender Money and the third-party money manager. Bender Money acts as a communication conduit between the client and the third-party advisor. Bender Money has a conflict of interest in that it will only recommend third-party investment advisors that will agree to compensate them for referrals of clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$60
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.34% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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