The Bedminster Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,620,438
Clients
189
Advisors
2
of 3 employees
About
The Bedminster Group advises individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, general financial consulting, and retirement-plan consulting services, and can serve as an ERISA investment fiduciary when engaged by trustee-directed plans.
TBG tailors investment advice and asset-allocation strategies to clients’ stated objectives, with ongoing monitoring and periodic rebalancing. Its investment process draws on a mix of methods — including fundamental, technical, cyclical, and charting analysis — and can incorporate short-term trading, option strategies, and margin where appropriate or requested by clients.
Noteworthy aspects of the firm include its explicit retirement-plan capabilities (including acting as an ERISA 3(21)/3(38) investment manager and providing participant education and platform assistance) and its willingness to advise on a broad range of instruments, such as private equity, real-estate partnership interests, and return-enhanced notes. The firm treats cash and cash equivalents as a deliberate component of client allocations for defensive and liquidity purposes, and it generally leaves proxy voting to clients rather than voting on their behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $8,000,000: 0.70% Over $8,000,000+: Negotiable
Negotiable hourly rate up to $400, minimum engagement of 3 hours
Account minimum: $400,000 Minimum fee: Minimum annual fee of $4,000 if minimum asset level is waived or reduced
Main office
36 William Pope Dr Ste 201
Bluffton SC 29909
Advisors at this office
2
Most active in
California · Florida · Georgia · Massachusetts · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Bedminster L.L.C. · The Bedminster Group · Weber, Steven Ira · Weweber, Steven Ira
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marc J
CFP®, ChFC®, Series 63, Series 65
Bluffton, SC
The Bedminster Group
Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.
Eugene B
Series 63, Series 65
Bluffton, SC
The Bedminster Group
Eugene Balerna Jr. is a financial advisor at The Bedminster Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Bedminster Group since 2018. He also has experience with Oak Advisors, LLC dating back to 2016. The Bedminster Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial consulting, and retirement-plan consulting, utilizing a diverse investment process that includes fundamental, technical, cyclical, and charting analysis.
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