Benningfield, Milo Mark (San Francisco)
Benningfield, Milo Mark Is a Mid-Sized Advisory Firm Based in San Francisco. It Manages $74.78 Million of Regulatory Assets for 179 Client Accounts. It Has...
Benningfield, Milo Mark is a mid-sized advisory firm based in San Francisco. It manages $74.78 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Benningfield, Milo Mark provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Benningfield, Milo Mark: assets under management
The assets under management (AUM) of Benningfield, Milo Mark is $74.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $74.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.74 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Benningfield, Milo Mark for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.
