Benefit Investment Advisors, Inc. is an adviser based in Weybridge. It manages $24.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.
Benefit Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Benefit Investment Advisors, Inc. is $24.6 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Benefit Investment Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Luther Frederick Hackett joined the executive team most recently as the Chairman, President, Ceo.
The principal office where Benefit Investment Advisors, Inc. performs its advisory services is located at 1043 Sheep Farm Road, Weybridge, VT 05753, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 802-545-2388 or by fax 802-329-2124. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.hvm.com.