Benchmark Investment Advisors manages investment portfolios based on client goals and risk tolerance. They primarily use individual stocks and bonds, mutual funds, and exchange-traded funds (ETFs). Accounts are typically managed with discretion, meaning Benchmark can make trades without prior approval, though they usually consult clients first. Benchmark also offers retirement plan services, including benchmarking, plan design consulting, and employee education.
Assets Under Management$310M
Clients112
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.50% |
All fees are negotiable. Minimum account size is generally $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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