David Swisher is a CFP-designated registered investment advisor at Benchmark Capital Group LTD., based in Galena, IL, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 166 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is subject to negotiation based on the amount of assets to be managed. Alternatively, a fixed quarterly fee may be negotiated.
Fee Estimator
Location
228 N. Bench Street, Galena, IL, 61036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is involved with Academy Advisors Ltd., providing tax preparation, consulting, and seminars, dedicating about 10-20% of his time during trading hours. He also serves as a trustee on his spouse's living trust and her ILIT.
Employment History
Current Registrations
Benchmark Capital Group LTD.
Previous Registrations
Benchmark Capital Group LTD.
State Registrations2 states
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