Benjamin Securities manages investment accounts for individuals, trusts, businesses, and foundations. They offer traditional brokerage accounts, portfolio design and management, covered call writing, and focused investment strategies. Accounts are individually managed and can be customized to address individual client needs. Benjamin Securities offers both discretionary and non-discretionary Investment Management Services that include Separately Managed Accounts.
Assets Under Management$34M
Clients68
Advisors3
Avg. per Client$490K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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