Benchmark Financial provides financial planning and investment advisory services. Financial planning covers business planning, employee benefits optimization, financial goals, investment analysis, retirement planning, risk management, cash flow and debt management, college savings, estate planning, and insurance. They also offer ongoing financial planning for an hourly fee. They provide employee benefit plan services to employer plan sponsors.
Assets Under Management$26M
Clients6
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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