Benchmark Financial Wealth Advisors Llc
Boca Raton, Florida
1.0
1 Review
Benchmark Financial Wealth Advisors LLC is a small investment advisory firm based out of Boca Raton, FL, with three offices. With a team of nine dedicated professionals, four of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. Leveraging their expertise, Benchmark Financial Wealth Advisors LLC manages an impressive average of approximately $154,180,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure offers flexibility to clients, with options including a percentage of assets under management, fixed fees, and hourly...
See more
Loading...

Assets Under Mgmt

$616.73M

Investment Professionals

4

Locations

2

% 401K & Individual

22%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.