Benjamin Securities, Inc. is a registered investment advisor and broker-dealer that manages investment accounts for individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. Founded in 1977 and based in Albany, New York, Benjamin Securities offers traditional brokerage cash and margin accounts, portfolio design and management on a fee or commission basis, separately managed accounts, covered call writing, and focused investment strategies. The firm provides both discretionary and non-discretionary investment management services, tailoring accounts to address client tax considerations, objectives, and socially conscious restrictions. Benjamin Securities utilizes fundamental and cyclical analysis with a primarily long-term investment strategy, alongside short-term strategies for covered call writing and performance-based accounts. Custody and clearing services are primarily provided through RBC Capital Markets, LLC and Interactive Brokers, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Benjamin Securities charges 2% or less annually. There is no fixed fee schedule; fees are determined based on account size, investment objectives, and required services, and are negotiable on a case-by-case basis.