Benchmark Wealth Management offers investment and wealth management services to individuals, high net worth individuals, ERISA plans, charitable organizations, business entities, trusts and estates. Services include investment advice, wealth planning, estate planning, insurance planning, and retirement planning. Benchmark determines an asset allocation customized to the client's investment objectives and risk tolerance. Accounts are managed on a discretionary or non-discretionary basis.
Assets Under Management$150M
Clients66
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
All fees are negotiable. Benchmark generally requires a minimum account size of $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...