Benefit Financial Services Group Fees & Minimum

Overview

Headquarters: Irvine, CA
Total Firm Assets: $1.5 billion
Average High-Net-Worth Client Portfolio Size: $3.7 million

Recent Rankings

Forbes 2025: 239

Fee Disclosure

Source: FORM ADV PART 2A (2026-06-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.25% – 1.25%

Stated Minimum Annual Fee: $5,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$62,500	1.25%
$10 million	$125,000	1.25%
$50 million	$625,000	1.25%
$100 million	$1,250,000	1.25%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 77.61%
Number of High-Net-Worth Clients: 325
Total Client Accounts: 2,289
Discretionary Accounts: 2,287
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 143617

FORM ADV PART 2A (2026-06-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Benefit Financial Services Group