John Swift is a CFA-designated registered investment advisor at Benchmark Investment Advisors LLC, based in Chicago, IL, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 112 clients with $310M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.50% |
All fees are negotiable. Minimum account size is generally $500,000.
Fee Estimator
Location
180 N Stetson Ave., Ste 1990, Chicago, IL, 60601
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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
John is a CFA review program instructor for Becker Professional Development Corp, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Benchmark Investment Advisors LLC
Previous Registrations
Swift Wealth Management
Swift Wealth Management
Leonetti & Associates INC
Harris Investor Services LLC
Alliance Capital Management L P
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.