Benchmark Capital Management (BCM) primarily manages investment accounts for clients, charging a fee based on the value of the investments. BCM uses a contrarian investment strategy, buying when others are selling and vice versa. BCM offers investment services to individuals, corporations, retirement accounts, pension plans, trusts, estates, and charities.
Assets Under Management$19M
Clients43
Advisors1
Avg. per Client$450K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are paid monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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