Benchmark Advisory Services (BAS) offers investment management and financial planning to individuals and other investment advisors. BAS creates tailored investment policy guidelines based on client goals. BAS may refer clients to third-party investment managers. BAS does not act as a custodian of client assets. Other professionals are engaged directly by the client on an as-needed basis.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Benchmark Advisory Services (BAS) offers investment management services where you pay a percentage of your eligible assets each year. The annual fee ranges from 0.25% to 2.95%. The minimum annual fee is $250, so you might pay a higher effective rate if your account is small.
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Location
0 Advisors at this firm
No advisors found for this firm.