TrueAdvisor
TrueAdvisor
CB
CB

Coleman Benko

Strategic Blueprint, LLC
18 Years of Experience
Watkinsville, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Coleman Benko is a registered investment advisor at Strategic Blueprint, LLC, based in Watkinsville, GA, with 18 years of industry experience. Coleman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,506 clients with $2.5B in assets under management.

Strategic Blueprint, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,506 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Coleman owns Benko Capital Management, Inc. and DBA Benko Financial Services, dedicating nearly full-time hours to offering financial services and managing the S-corp. Coleman also sells fixed insurance and annuities on an as-needed basis, spending minimal time on this activity.

Employment History
Current Registrations
Strategic Blueprint, LLC
September 2020 - Present · 6 yrs 1 mo
The Strategic Financial Alliance, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLC
July 2014 - October 2020 · 6 yrs 3 mos
LPL Financial LLCBroker
July 2014 - October 2020 · 6 yrs 3 mos
Ameriprise Financial Services, INC.
February 2008 - August 2014 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
January 2008 - August 2014 · 6 yrs 7 mos
State Registrations4 states
FLGANCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Watkinsville, GA →All financial advisors in Georgia →