Assets Under Management
$721.7M
Number of Clients
387
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$144.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Benchmark Financial Wealth Advisors LLC offers wealth guidance, financial planning, and asset management services to individuals, families, small businesses, and retirement plans. Services include financial goal determination, cash flow management, insurance review, asset management, education funding, retirement planning, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431