Capital Benchmark Partners, LLC
Assets Under Management
$39.0M
Number of Clients
118
Number of Advisors
1
Average Client AUM
$330K
AUM per Advisor
$39.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Benchmark Partners manages personalized investment portfolios and offers comprehensive financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, business planning, insurance, tax, and estate planning. Financial planning is included with investment management services. Standalone financial planning is available on an hourly basis.
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
Location
2342 Perimeter Park Dr, Suite 200, Atlanta, GA, 30341