Benchmark Financial manages investment portfolios and offers financial planning services. They help clients establish financial goals, analyze their financial situation, and create a plan to achieve those goals. They also offer ongoing financial planning to monitor and update the plan as needed. Investment consulting services are also available on an hourly basis.
Assets Under Management$130M
Clients90
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
