What are Investment Strategies?
Investment strategies at J Benjamin involve professional management of your assets, where we focus on creating a balanced, diversified portfolio tailored to your needs. Our team of experienced advisors carefully analyzes the market landscape, selecting assets that best fit your financial objectives and adjusting your portfolio as necessary over time. Our process includes: [Exclusive to financial advisors from top wealth management resources
- Risk Assessment and Allocation – Understanding your risk tolerance and crafting a portfolio that aligns with your comfort level and financial aspirations.
- Diversified Investments – Exclusive investment portfolios from top analysts available only to financial advisors that are rebalanced 4-6 times per year based on economic and governmental conditions.
- Performance Monitoring and Adjustment – Continually monitoring your portfolio to adapt to changing market conditions, keeping your investments aligned with your goals.
- Tax-Efficient Investing – Strategically selecting investments and managing transactions to minimize tax impact and improve after-tax returns.
- Regular Review and Client Updates – Providing you with ongoing reviews and updates on performance, strategy adjustments, and market insights, ensuring transparency and peace of mind.
Transparency
Many major firms use complex fee structures layered across different products, making it hard to know what you're really paying. On top of that, they often have deals with big investment providers, earning compensation to include certain investments in your portfolio—regardless of whether they're the best fit for you. At J Benjamin, our fee structure is simple and transparent, and every decision we make is solely in your best interest.
How often does your advisor talk to you about their fees? Have you ever taken the time to check? Click the button below, and we’ll conduct a complimentary fee audit of your current advisor to help you understand exactly what you're paying.
If you aren't sure and don't want to ask how your advisor is paid, just ask us to help.
Our Pricing
Here's how the advisory fee is structured based on your total assets under management:
- $0-$999,999: 1%
- $1,000,000-$1,999,999: 0.85%
- $2,000,000-$4,999,999: 0.60%
- $5,000,000: 0.35%
Monthly Deduction for Convenience
You won't need to worry about out-of-pocket payments. These fees are deducted directly from your investment account on a monthly basis, making it easy and convenient.