Bennett OkonjoCFP® · CFA
Wealth Manager · Crown Town Capital · Charlotte, NC
★★★★★ 4.7(59+ client reviews)Virtual nationwide
Fee
0.90%
Fee-based
Minimum
$250k
to start
Experience
12 yrs
advising clients
Response
within 1 business day
typical reply
About Bennett
Bennett advises Charlotte's banking corridor - professionals whose compensation arrives as base, bonus, restricted shares, and deferred comp with election deadlines that sneak up annually. His planning calendar is built around those deadlines.
A former analyst himself, he speaks the industry's language and models like it.
Specialties & services
- Deferred-comp distribution laddering
- Restricted-stock and bonus planning
- Career-transition financial modeling
Best for
Banking professionals with deferred compensation
Sound like you? Smart move: compare Bennett against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Bennett's availability alongside the alternatives — free.
Frequently asked about Bennett Okonjo
What are Bennett Okonjo's fees?
Bennett Okonjo of Crown Town Capital publishes a fee of 0.90% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Bennett Okonjo's account minimum?
Crown Town Capital lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Bennett Okonjo a fiduciary?
Bennett Okonjo operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Bennett work with clients outside Charlotte?
Yes — Crown Town Capital works with clients virtually nationwide, alongside in-person meetings in Charlotte, NC.
How do I book a call with Bennett Okonjo?
Use the free AdvisoryReviews matcher to check Bennett's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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