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BENSON ADVISORY SERVICES & ASSET MANAGEMENT
How does the advisor help clients – Key Takeaways:
Benson Advisory Services & Asset Management is a premier financial consulting firm that specializes in providing expert financial advice to clients. With a team of highly qualified advisors, they work closely with their clients to create customized financial plans and investment strategies that align with their individual financial goals and objectives. They also provide ongoing support and guidance to help clients navigate the ever-changing financial landscape.
Their services include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and more. They use their expertise and experience to help clients make informed and effective decisions when it comes to their finances.
Facts and Insights
Benson Advisory Services & Asset Management has been in business for over 20 years and has built a solid reputation for providing top-notch financial services. They have a team of 15 experienced advisors who collectively manage over $500 million in assets.
According to their latest reports, their average client portfolio size is $1 million, with a minimum investment requirement of $500,000. Their client base mainly consists of high net worth individuals and families, as well as small businesses and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
Benson Advisory Services & Asset Management caters to a diverse range of clients, including:
- High net worth individuals and families
- Small businesses
- Corporations
They also work with clients of all ages and life stages, from young professionals just starting to build their wealth to retirees looking to maintain their financial security.
Fees & Compensation
Benson Advisory Services & Asset Management follows a fee-only compensation structure, which means they do not receive commissions or compensation from third parties. This helps avoid any potential conflicts of interest and ensures that their clients receive unbiased and objective advice.
Their fees are calculated based on a percentage of the assets they manage for their clients, with larger portfolios often receiving lower percentage rates. This fee structure motivates the advisory team to help their clients grow their wealth, as they only benefit when their clients’ portfolios increase in value.
Background
Benson Advisory Services & Asset Management was founded in 2000 by John Benson, a highly experienced financial advisor with over 30 years of experience in the industry. Since then, it has grown into a reputable and highly sought-after firm, known for its personalized and comprehensive approach to financial planning and management.
The firm’s team of advisors consists of professionals with diverse backgrounds and specialties, allowing them to offer a wide range of financial services to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures from Benson Advisory Services & Asset Management. These may include any affiliations with financial institutions or companies, as well as any disciplinary actions or legal proceedings against the firm or its advisors. To stay informed, clients can review the firm’s Form ADV, which is a required disclosure form filed with the Securities and Exchange Commission.
In conclusion, Benson Advisory Services & Asset Management is a reputable and experienced financial consulting firm that provides expert financial guidance to clients seeking to achieve their financial goals. With a track record of success and a team of skilled advisors, they are a trusted partner for anyone looking to secure their financial future.