Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees are not tiered and apply uniformly to the aggregated AUM. Annual fees are negotiable and prorated for accounts initiated or terminated during a quarter. For ERISA accounts, CBP charges an annual fee of 1.00%, billed quarterly in arrears.
Fee Estimator
When you use Capital Benchmark Partners for investment management, financial planning is included at no extra cost. If you only want financial planning, the hourly rate is $400, with an initial $5,000 engagement deposit. The AUM fee is 1.30% annually for assets up to $1,000,000 and 0.95% for assets above $1,000,001. For ERISA accounts, the annual fee is 1.00%.
Areas of Practice
Advisor Information
Office location
2342 Perimeter Park Dr, Suite 200, Atlanta, GA, 30341
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hao serves as a board member/officer/director at Emory University since 2012, attending quarterly meetings and contributing to fundraising efforts. This requires minimal time and is not investment related.