TrueAdvisor
TrueAdvisor
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MB

Michael James Benenson

Bay Colony Advisors
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Bay Colony Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bay Colony Advisors
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Questar Asset Management, INC.
July 2016 - March 2018 · 1 yr 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.