Bentham Wealth Advisors offers investment management services, both discretionary and non-discretionary, tailored to client goals and risk tolerance. They also provide ongoing financial planning for a monthly fee, covering various areas like retirement, investments, and estate planning. Project-based financial planning is available on specific topics. They use a third-party platform to manage held-away assets. Bentham Wealth Advisors primarily advises on mutual funds and ETFs.
Assets Under Management$110M
Clients218
Advisors2
Avg. per Client$510K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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