Benchmark Capital Group Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$173,620,326
Total clients
166
32% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
83
Average account size
$1,045,906
Client services
Fee options
Fixed quarterly fee for asset management services may be negotiated based on assets to be managed.
Up to 1.0% annually (negotiable, maximum 1.0%)
Financial planning and consulting services at $85 per hour, negotiable.
Account minimum: $150,000 Fee-only: Asset management fees up to 1.0% annually, prorated and paid quarterly in arrears, negotiable; Financial planning hourly fee $85 per hour; Fixed quarterly fee for asset management may be negotiated.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Benchmark Capital Group Ltd.
228 N. Bench Street
Galena IL 61036, United States
Number of offices
2
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