Benefit Design Corp (Glen Allen)


Benefit Design Corp is a mid-sized advisory firm based in Glen Allen. It manages $50.6 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Virginia.

Benefit Design Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Benefit Design Corp: assets under management

The assets under management (AUM) of Benefit Design Corp is $50.6 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.06 million in discretionary accounts and $5.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benefit Design Corp for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glen Allen

The principal office where Benefit Design Corp performs its advisory services is located at 4101 Cox Road, Glen Allen, VA 23060, 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 804-965-0707 or by fax 804-965-0120. The normal business hours are 9:00a.m. - 4:30p.m. on Monday - Friday.

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