FEES

Comprehensive Planning

We provide the most value in our ongoing client relationships.  This service will include ongoing financial planning services (2-4 meetings per year) and slightly more intensive work initially and at critical transition periods in our client’s lives.  We encourage our retainer clients to contact us anytime they need assistance outside our regularly scheduled meetings.

$2,500 - $5,000/year*

Current Minimum Annual Fee: $2,500

Investment Management

We will provide investment management services for those clients holding assets with us. The annual fees will be deducted from client investment accounts monthly in arrears according to this schedule:

$500,000 - $1,000,000: 1.00%/year        
$1,000,000+: 0.75%/year

Current Investment Minimum: $500,000 - Bentley Wealth Management focuses on high net worth individuals with investable assets of $500,000 or more. We are dedicated to serving clients who have worked hard throughout their lives with investing advice and tailored strategies.

PAYMENT TERMS

Wealth Management fees are billed monthly in arrears, and are deducted directly from your managed account. 

Hourly Financial Planning fees are due 50% at the start of the engagement and 50% upon completion of the engagement. For comprehensive planning engagements, we typically take payment upfront initially, and then bill annually. 

We accept payments by check and credit card.

*Based on many factors, such as net worth, income, complexity.