Overview
- Headquarters
- Cincinnati, OH
- Total Firm Assets
- $179 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: BENCHMARK WEALTH MANAGEMENT FORM ADV PART 2A (2025-10-30)
· View brochure text
Latest filing: BENCHMARK WEALTH MANAGEMENT FORM ADV PART 2A (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $85,000 | 0.85% |
| $50 million | $285,000 | 0.57% |
| $100 million | $535,000 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.47%
- Number of High-Net-Worth Clients
- 37
- Total Client Accounts
- 286
- Discretionary Accounts
- 279
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 298885
- BENCHMARK WEALTH MANAGEMENT FORM ADV PART 2A (2026-03-24) · View brochure text
- BENCHMARK WEALTH MANAGEMENT FORM ADV PART 2A (2025-10-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗