Bennyhoff & CO.

Fixed/Hourly

Bennyhoff & Co. provides investment consulting services to advisory firms, family offices, and institutions. Bennyhoff & Co. assists clients with investment strategy evaluation, construction, and communication; the value proposition of advice, advisors, and proactive behavioral coaching; white label investment and educational content; investment committee support and participation; personalized engagement via videoconferencing; marketing content collaboration; financial advisor/client call participation; and third party money manager search, selection, and ongoing due diligence.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$90,000 - $120,000/year
Hourly Rate:$500 - $700/hr
Loading...
Location

1 Advisors at this firm