Benjamin F. Edwards & Company, Incorporated
Assets Under Management
$15.7B
Number of Clients
30,126
Number of Advisors
479
Average Client AUM
$520K
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Benjamin F. Edwards & Co. provides investment advisory services through discretionary and non-discretionary wrap fee programs. They offer various strategies managed by BFE, BFE financial advisors, and third-party asset managers. Clients can choose between transaction-based brokerage accounts and fee-based investment advisory programs. The firm also supports legacy clients in legacy advisory programs.
Fee Structure
BFE's investment advisory fee is an annual wrap fee consisting of the Edwards Fee and, if applicable, the Manager Fee, up to a maximum of 2.50% annually. The Edwards Fee covers BFE's advisory services, account administration, trade execution, and advisor compensation. The Manager Fee covers portfolio management services. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. BFE’s investment advisory fees are negotiable.
Areas of Practice
Location
One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105