Capital Benchmark Partners (CBP) offers personalized investment portfolios and financial planning services. They develop investment strategies based on your goals, risk tolerance, and tax situation. Financial planning covers retirement, risk management, college savings, cash flow, debt management, employee benefits, business planning, insurance, tax strategies, and estate planning. CBP also provides educational seminars and speaking engagements on financial topics.
Assets Under Management$39M
Clients118
Advisors1
Avg. per Client$330K
Avg. per Advisor$39M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees are not tiered and apply uniformly to the aggregated AUM. Annual fees are negotiable. For ERISA accounts, CBP charges an annual fee of 1.00%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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