Ask where to start, how to switch it up as life changes, and how to live the life you want.
We believe in total transparency. Depending on your needs and your situation, here’s how we charge:
$0 to $2,500,000
$2,500,000+
1.25%
1.00%
Fees may also vary with complexity of the case or scope of services provided.
Ask where to start, how to switch it up as life changes, and how to live the life you want.
We specialize in helping retirement savers who need (and want!) a long-term relationship, allowing them to spend time in retirement doing the things they love most. A proactive, ongoing service model allows us to continuously refine your retirement income, investment strategy, and tax plan as your life (and the markets) evolve.
A fee-only financial advisor is compensated exclusively by direct payments from their clients, accepting zero commissions, product-sales kickbacks, or referral fees from third parties.
Ask where to start, how to switch it up as life changes, and how to live the life you want.
300 International Dr. Suite 100 Williamsville, NY 14221
Phone: 716.580.1500
Email: steve@benthamwealth.com