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.
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
Bentham Wealth Advisors Inc. (“BW”) is a registered investment advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on theInternet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BW in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.
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