BENCHMARK WEALTH MANAGEMENT, LLC
Old Lyme, Connecticut
5.0
2 Reviews
Benchmark Wealth Management, LLC is a highly reputable investment advisory firm based out of Old Lyme, CT. With a team of four dedicated professionals, including two experienced investment advisors, they provide top-notch financial services to a diverse clientele. With an impressive average of approximately $304,860,000 in assets under management per investment advisor, Benchmark Wealth Management surpasses industry standards.
The firm's compensation structure is comprehensive and tailored to meet the unique needs of their clients. They offer various types of compensation, ensuring transparency and alignment of interests.
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Assets Under Mgmt
$340.67M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Resources
On the Blog
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