Benchmark Financial manages individually tailored investment portfolios and provides comprehensive financial planning services for individuals, high net-worth individuals, charitable organizations, and corporations. Benchmark Financial uses passive investment management strategies, primarily investing in exchange-traded equity securities, U.S. Government Bonds, mutual funds, exchange-traded funds, and structured products based on modern portfolio theory. In addition to investment management, the firm offers ongoing financial planning, investment consulting, and comprehensive financial planning projections covering net worth, cash flow, insurance, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable. Household accounts may be aggregated. Accounts over $5,000,000 have negotiable fees.
