Benjamin Securities, INC.
Assets Under Management
$33.9M
Number of Clients
66
Number of Advisors
3
Average Client AUM
$514K
AUM per Advisor
$11.3M
Compensation
Fee-Only (AUM)
About This Firm
Benjamin Securities, Inc. offers portfolio design and management of securities on a fee, commission, or separately managed account basis. Accounts are individually managed and customized to address client needs. They offer both discretionary and non-discretionary Investment Management Services.
Fee Structure
The advisory fee is calculated as a percentage of assets under management, up to 2% annually. The firm does not have a fixed fee schedule, but considers account size, investment objectives, and services required when determining the fee. Fees may be collected directly from client accounts or invoiced and billed directly to the client monthly or quarterly in arrears.
Areas of Practice
Location
421 New Karner Road, Suite 6, Albany, NY, 12205