Joshua Fennimore is a registered investment advisor at Benchmark Financial, based in Schwenksville, PA, with 18 years of industry experience. Joshua 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 66 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on factors such as the amount of assets to be managed, account composition, and the scope and complexity of the engagement.
Fee Estimator
Location
Schwenksville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Benchmark Financial
Previous Registrations
Sentra Securities CORP
State Registrations1 state
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