Invite your team members and accounting professionals any time you like.
Client-centered, fee-only planners, like Benchmark Strategic, are compensated for their knowledge and services, much like an attorney or a physician.
We do not receive commissions from the sale of products such as insurance or investments. Both our financial planning and investment management services are offered on a fee basis, unlike commission-based advisors who receive compensation through transactions.
Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user pay approach — we do not assume that the more money you have, the more financial advice you need.
and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.
One of the most obvious cost savings is because fees are typically less than commissions.
|Initial Planning Fee||Monthly Retainer Fee|
|$500 - $4000||$100 - $500|
With assets under management of $250,000 or more, financial planning services are included in the investment management fee.
|Assets Under Management||Management Fee|
|$0 - $499,999||0.95%|
|$500,000 - $999,999||0.85%|
|$1,000,000 - $1,999,999||0.75%|
|$2,000,000 - $4,999,999||0.65%|
|$5,000,000 - $9,999,999||0.55%|
|$10,000,000 or more||0.5%|