Richard Jakotowicz is a CFA, CFP-designated registered investment advisor at Benchmark Financial, LLC, based in Wilmington, DE, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 90 clients with $130M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Contact
Richard Jakotowicz
Location
2 Righter Parkway, Suite 100, Wilmington, DE, 19803
Get directionsHistory
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
Richard is the Director of the Lerner College Trading Center at the University of Delaware since 2008. He teaches three days a week during the academic year and is responsible for integrating the trading center into the business school curriculum.
Employment History
Current Registrations
Benchmark Financial, LLC
Previous Registrations
Tfg Wealth Management, LLC
Centaurus Financial, INC.
Tiaa-Cref Advice and Planning Services
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.
Exams
Additional Information
Richard Jakotowicz, President of Benchmark Financial, spends the majority of his time in the business of financial education. He is the Director of the Financial Planning and Wealth Management program at the University of Delaware. He teaches undergraduate and graduate courses in financial planning, investments, derivatives, and equity valuation. You can learn more about Richard and his involvement with the University of Delaware by visiting this website: sites.udel.edu/richj