Benchmark Advisory Services, LLC

Assets Under Management

$0

Number of Clients

Not reported

Number of Advisors

N/A

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Benchmark Advisory Services offers investment management and financial planning services to individuals, wealthy individuals, and other investment advisors. Services are tailored to each client's financial situation and objectives. They also offer a referral program to third-party managers.

Fee Structure

Minimum Annual Fee:$250
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
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Location

11440 W. Bernardo Ct., Suite 300, San Diego, CA, 92127

0 Advisors at this firm

No advisors found for this firm.