Willard Schoch
Willard Schoch is a registered investment advisor at Benchmark Financial Wealth Advisors LLC, based in Woodbridge, NJ, with 4 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 366 clients with $770M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable based on the complexity of the client's financial needs. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
900 Us-9, #601, Woodbridge, NJ, 07095
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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
Willard is an uncompensated board member of the Presidential Estates Property Owners Association, advising on board matters including investment of surplus funds. He spends minimal time on this activity.
Employment History
Current Registrations
Benchmark Financial Wealth Advisors LLC
State Registrations3 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
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