Bennington Asset Management provides investment management and specialized financial programs designed to help clients build wealth and prepare for retirement healthcare and long-term care costs. Led by George Bernard, Jr., Bennington Asset Management offers several distinct programs including comprehensive wealth management, automated portfolios, client-directed accounts, and healthcare-focused accounts like health savings accounts. The firm builds customized investment strategies using mutual funds, exchange-traded funds, equities, fixed income, and other securities based on each client's goals, risk tolerance, and time horizon. Bennington Asset Management operates on a fee basis and builds portfolios with a focus on long-term and short-term growth while managing risks such as market volatility and inflation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range from 0.10% to 2.50% of assets under management and are negotiated between Bennington Asset Management and the client.