Benedict Wealth Management was established in 1987. They manage investment portfolios and prepare financial plans for a fixed fee or on an hourly basis. They also occasionally provide ongoing financial planning services for a retainer fee. The firm's investment advice is tailored to each client's specific financial circumstances and goals. They work with individuals, high net worth individuals, trusts, charitable institutions, foundations, non-profits and endowments.
Assets Under Management$65M
Clients151
Advisors3
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Benedict Wealth Management manages investment portfolios for a fee ranging from 0.25% to 1.25% per year, charged quarterly. The minimum account size is generally $250,000.
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