BENTOAK CAPITAL
Weatherford, Texas
5.0
4 Reviews
Bentoak Capital, a local investment advisory firm headquartered in Weatherford, TX, stands as a trusted financial partner for individuals and businesses alike. With three offices strategically located, Bentoak Capital boasts a team of 10 skilled professionals, out of which eight are dedicated to providing comprehensive investment advisory services. Their collective expertise and commitment to excellence have allowed them to amass an impressive average of $49,010,000 in assets under management per investment advisor. Bentoak Capital sets itself apart by offering a flexible compensation structure that accommodates various client pr...
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Assets Under Mgmt

$392.11M

Investment Professionals

8

Locations

2

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
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