Benchmark Financial Wealth Advisors manages investment portfolios and provides personalized financial planning and wealth guidance for individuals, families, and business owners. The firm offers comprehensive services including retirement planning, tax strategies, estate planning, risk management, and ongoing investment monitoring. Benchmark Financial Wealth Advisors primarily allocates client assets across independent investment managers, mutual funds, exchange-traded funds, fixed income securities, and alternative investments such as private equity and real estate funds. The firm acts as a fiduciary, legally required to act in your best interest, and tailors its strategies to each client's specific goals, time horizon, and risk tolerance.
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 based on the complexity of the client's financial needs. Certain legacy clients may have different fee schedules.