Bentley's Investment Management programs are designed to provide you with an orderly, disciplined approach to the investment process. Bentley offers a personalized program for investing, with customized portfolios and consolidated account performance reporting – all the elements you need to help preserve and grow wealth while managing for acceptable levels of risk. A typical program may include the features below.

• Account minimum of $50,000
• Fees ranging from .30% to 3.0% depending on account size
• Automatic Rebalancing
• Customized Investment Policy Statement
• Choice of multiple investment managers, styles and asset classes
• Multiple investment vehicles: Stocks, Bonds, Exchange Traded Funds, Mutual Funds
• One comprehensive quarterly performance report
• Five Bentley model portfolios embodying six core asset classes

Investment Advisory Services offered through Bentley Wealth Advisors, LLC. For more information regarding these programs, please refer to Form ADV Part II Schedule F and Schedule H of Bentley Wealth Advisors, LLC.

Typically our comprehensive planning services are only available for clients engaged in our fee-based investment management program as described above.

However, in certain instances, services can be made available on an hourly basis, depending on account thresholds and individual circumstances.

Consult with a Bentley Wealth Advisor to determine if this model is right for you.

Additional program components are available to fully implement your financial plan.

These services are available through 1st Global Capital Corp. 

CLICK HERE for specific information.