The Benchmark Group RIA Services (TBGRS) provides financial planning services to high net worth individuals and owners of closely held businesses. TBGRS gathers information through interviews, questionnaires, and financial documents to address clients’ financial, business, and estate planning goals. TBGRS prepares a written financial planning report that serves as an agenda for financial planning meetings. TBGRS can also supervise the implementation of recommendations, coordinating with legal counsel, accounting firms, and business staff.
Assets Under ManagementN/A
Clients6
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- TBGRS offers an up-front review of the client’s financial issues without any cost or obligation.
- TBGRS will provide an estimate of the time required for implementation, and quote a monthly fee for its services. Monthly fees range between $1,000 and $7,500, and the implementation period is usually three to twenty-four months, but may be longer.
- In some cases a financial plan will involve ongoing administrative or operational processes. TBGRS is available to provide these services on an ongoing basis for an additional fee.
One-Time Plan:$1,000 - $7,500
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