Total Management

We understand that true financial success requires a holistic approach. Our Total Management service combines in-depth financial planning with strategic investment management to provide a complete financial solution tailored to meet both your immediate needs and long-term goals. By integrating these two services, we ensure that every aspect of your financial life works in harmony to help you achieve the future you envision.

What is Total Management?

Total Management at J Benjamin offers an all-encompassing approach to your financial well-being. This service includes:

Personalized Financial Planning – A thorough assessment and strategy for managing your finances, designed to support both your current lifestyle and long-term aspirations.
Targeted Investment Strategies – Professional asset management to grow your wealth over time, aligned with your unique financial goals, risk tolerance, and market opportunities.
Risk Management and Diversification – Using protection strategies and recommendations to help safeguard your assets while pursuing growth.
Ongoing Monitoring and Adjustment – Your financial plan and investment portfolio are consistently monitored and adjusted as needed, ensuring they remain in sync with your life changes and market shifts.
Personal Financial Website

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.

Fee Audit Your Advisor

Fee Structure

With our Total Management service, fees are tailored based on the combined elements of financial planning and investment management.

During your first meeting with us, we will go over the details of our fee structure based on your individual needs and circumstances. This conversation will ensure you have a clear understanding of the costs involved and how they relate to the value of our services.

Why Choose Total Management?

With Total Management, you receive the benefits of both comprehensive financial planning and expert investment management in one seamless service. Our team works closely with you to understand your financial objectives and build a strategy that unifies all aspects of your finances for optimal results.

Contact us Today

Schedule your first meeting and learn how Total Management can support your journey to financial success.

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