Benchmark Capital Group provides investment advice tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services, developing strategies based on client objectives and risk tolerance. They also offer financial planning services, including budgeting, tax planning, retirement planning, and estate planning. Some degree of planning is inherent to the overall asset management process. Unless otherwise engaged separately, written plans will not be delivered to and additional planning fees will not be charged to "management only" clients.
Assets Under Management$170M
Clients166
Advisors2
Avg. per Client$1M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is subject to negotiation based on the amount of assets to be managed. Alternatively, a fixed quarterly fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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