Benchmark Financial Wealth Advisors (BFWA LLC) offers wealth guidance, financial planning, and asset management services to individuals, families, small businesses, and retirement plans. BFWA LLC provides advice through consultations, covering financial goals, cash flow, insurance, asset management, education funding, retirement planning, and estate planning. BFWA LLC manages investment portfolios on a discretionary or non-discretionary basis, offering investment strategy, asset allocation, and security selection. BFWA LLC also provides wealth governance services, acting as a personal chief financial officer for clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable. For clients whose accounts are on margin the billed advisory fees are based on the total asset value of the account, which includes the value of the securities purchased on margin.