J. Benjamin Financial offers investment advice and financial planning to individuals. The firm creates tailored investment portfolios using stocks, bonds, exchange traded funds, and mutual funds. Financial planning covers retirement, estate, tax, education, real estate, and insurance. The firm acts as a fiduciary, putting clients' interests first.
Assets Under Management$38M
Clients138
Advisors2
Avg. per Client$280K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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