Benchmark Financial Wealth Advisors LLC
Assets Under Management
$721.7M
Number of Clients
387
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$144.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Benchmark Financial Wealth Advisors LLC offers financial planning, wealth guidance, and asset management services. They provide advice through consultations, covering financial goals, cash flow, insurance, asset management, education funding, retirement, and estate planning. They manage client portfolios on a discretionary or non-discretionary basis, allocating assets among various investments.
Fee Structure
This firm offers financial planning and asset management services. Details on fees for these services can be found in Item 5 of this brochure.
Areas of Practice
Location
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431