AL
CFA · CFP
AL
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
387 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$721.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.45%
$10.0M - $25.0M0.25%
$25.0M - $50.0M0.15%
$50M+0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Benchmark Financial Wealth Advisors LLC
October 2022 - Present · 3 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Alexander Ligeti - Financial Advisor | TrueAdvisor