Assets Under Management
$39.0M
Number of Clients
118
Number of Advisors
1
Average Client AUM
$330K
AUM per Advisor
$39.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Benchmark Partners manages personalized investment portfolios and offers comprehensive financial planning on topics including retirement planning, risk management, college savings, and tax strategies. Financial planning is included with investment management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees are negotiable.
2342 Perimeter Park Dr, Suite 200, Atlanta, GA, 30341