Benchmark Advisory Services, LLC

Overview

Benchmark Advisory Services, LLC is an SEC-registered limited liability company that began registration in 2019. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its ownership is listed as a combination of a domestic entity and an individual, and it operates with multiple fee arrangements including percentage of AUM, hourly charges, and fixed fees. Benchmark is identified as a related adviser, maintains affiliations with a broker-dealer and an insurance company, and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives