Coleman Benko
Coleman Benko is a registered investment advisor at Strategic Blueprint, LLC, based in Watkinsville, GA, with 18 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other 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.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.