David Eltringham
David Eltringham is a registered investment advisor at Benchmark Wealth Management, based in Cincinnati, OH, with 19 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 66 clients with $150M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
All fees are negotiable. Benchmark generally requires a minimum account size of $500,000.
Fee Estimator
Location
308 E 8th Street, Suite 300, Cincinnati, OH, 45202
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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 ActivitiesSells Insurance
David is involved with several non-investment related activities, including serving on the Board of Trustees for Stepping Stones since 2016, instructing for the Risk Management Association (dedicating minimal time), coordinating mission trips for Back2Back Ministries since 2013, instructing for Citylink since 2015, and being a member of Maketewah Country Club since 2014. David also sells insurance and consults for The Evan McPherson Foundation, Inc. (dedicating minimal time).
Employment History
Current Registrations
Benchmark Wealth Management
Previous Registrations
Benchmark Investment Advisors LLC
Wealthquest Corporation
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations1 state
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