Advisor at Bentley Wealth Management, LLC
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Firm
Bentley Wealth Management, LLC
Location
Marblehead, MA 01945
Credentials
Series 63, Series 66
Industry experience
11 years
Jac Bentley is a financial advisor with Bentley Wealth Management, LLC in Marblehead, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Globalist Capital, LLC since 2012 and operates Bentley Financial, LLC, where he is involved in insurance products including fixed annuities, life, disability, and long-term care insurance. Bentley Wealth Management serves individuals, trusts, estates, businesses, and retirement plans with financial planning and customized investment advisory services. The firm emphasizes scientifically informed, globally diversified portfolios focused on risk control and offers both fee-based advisory services and insurance products.
Based on Bentley Wealth Management, LLC
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Commissions reported but not detailed in brochure
Account minimum: $500,000 Minimum fee: Financial planning fees range from $2,500 to $5,000 annually Fee-only: Financial planning fees ($2,500 - $5,000)
114 Washington Street, Suite 4
Marblehead, MA 01945
Massachusetts
Globalist Capital, Llc
2012 - Present (14 years)
Bentley Financial, Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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