Donald Bennyhoff is a CFA-designated registered investment advisor at Bennyhoff & CO., based in Phoenixville, PA, with 33 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$90,000 - $120,000/year
Hourly Rate:$500 - $700/hr
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Location
Phoenixville, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Bennyhoff & CO.
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Prime Capital Investment Advisors, LLC
December 2022 - May 2023 · 5 mos
Liberty Wealth Advisors, LLC
February 2021 - December 2022 · 1 yr 10 mos
Vanguard Advisers INC
January 1999 - October 2002 · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
March 1998 - October 2020 · 22 yrs 7 mos
Painewebber IncorporatedBroker
August 1996 - March 1998 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - August 1996 · 5 yrs
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.