Assets Under Management
$64.8M
Number of Clients
151
Number of Advisors
3
Average Client AUM
$429K
AUM per Advisor
$21.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Benedict Wealth Management, LLC offers non-discretionary investment management utilizing securities chosen based on client goals, often UITs. They also prepare financial plans for fixed or hourly fees and occasionally provide ongoing retainer financial services. Assets under management are approximately $64.8 million.
17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817