| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees are negotiable and may be waived entirely for family and friends of the firm.
9911 Irvine Center Drive, Suite 150, Irvine, CA, 92618
Get directionsBenjamin is the 100% owner/IAR of Spectrum Capital Investment Group, Inc., a registered investment advisor, spending about 10-20% of his time there. He also owns Putman Group, an accountancy firm, taking about half of Benjamin's time, and Spectrum Realty Partners, which owns an office building, requiring minimal time. Benjamin is also a CA insurance agent offering fixed insurance products.