Coleman Troy Benko

Strategic Blueprint, LLC

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning

Strategic Blueprint, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

58 advisors

Number of Clients

3,742 clients

Average Client Portfolio

$714K average

Assets Under Management

$2.7B

Fee Structure

Minimum Investment:$25K

Location

3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677

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History

Regulatory History (1)

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Customer Dispute

October 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Coleman owns Benko Capital Management, Inc. and DBA Benko Financial Services, dedicating nearly full-time hours to offering financial services and managing the S-corp. Coleman also sells fixed insurance and annuities on an as-needed basis, spending minimal time on this activity.