Benchmark Advisory Services, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BAS offers investment advisory and financial planning services to individuals and wealthy individuals. Services are focused on specific areas and based upon each client’s individual financial situation and personal or business objectives. BAS also acts as a solicitor for third-party investment managers.
Fee Structure
BAS receives fees for its advisory services based on assets under management, hourly rates, or fixed fees. The minimum annual program fee is $250. Hourly fees for financial planning range from $125 to $250 per hour. Fixed fees for financial planning range from $500 to $5,000. Additional fees and commissions may be charged by affiliated and/or third-parties.
Areas of Practice
Location
11440 W. Bernardo Ct., Suite 300, San Diego, CA, 92127