Benchmark Financial, LLC is a registered investment advisor based in Cedar Falls, Iowa, founded in 2021 by Chase Murph and Travis Martinek. The firm offers comprehensive financial planning, investment management, and employee benefit plan services to individuals, families, and employer plan sponsors. Benchmark Financial takes a passive investment approach, utilizing fundamental, technical, cyclical, and charting analysis, along with Modern Portfolio Theory, to build diversified portfolios primarily using index funds and exchange-traded funds. The firm also assists employer plan sponsors with establishing, monitoring, and reviewing participant-directed retirement plans. Benchmark Financial operates as a fiduciary, putting client interests first, and does not sell commission-based products or participate in wrap fee programs.
Fee Structure
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% |
Fees are calculated as a percentage of assets under management and billed quarterly in arrears.