Benchmark Financial offers investment advisory services, typically on a discretionary basis, tailoring advice to individual client needs. They manage portfolios using mutual funds, exchange traded funds (ETFs), individual stocks and bonds, and certificates of deposit. Benchmark also provides financial planning and consulting services on a separate fee basis, covering investment and non-investment related matters like estate, tax, and insurance planning.
Assets Under Management$80M
Clients66
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on factors such as the amount of assets to be managed, account composition, and the scope and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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