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How does THE BENCHMARK GROUP RIA SERVICES, LLC help clients – Key Takeaways:
As a trusted financial advisor, THE BENCHMARK GROUP RIA SERVICES, LLC provides expert guidance to help clients reach their financial goals and secure their futures.
Facts and Insights
THE BENCHMARK GROUP RIA SERVICES, LLC has a proven track record of success in managing assets, providing financial advice, and helping clients navigate the complex world of finance. With a team of experienced and knowledgeable advisors, clients can trust in the expertise of THE BENCHMARK GROUP RIA SERVICES, LLC.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
THE BENCHMARK GROUP RIA SERVICES, LLC offers a wide range of financial services to meet the unique needs of each client. This includes investment management, retirement planning, tax planning, insurance and risk management, and estate planning.
Client Types
THE BENCHMARK GROUP RIA SERVICES, LLC serves a diverse array of clients, including individuals, families, and small business owners. Their advisors have experience working with clients from various backgrounds and financial situations.
Fees & Compensation
THE BENCHMARK GROUP RIA SERVICES, LLC operates as a Registered Investment Advisor, meaning they are held to a fiduciary standard and must act in the best interest of their clients at all times. They charge a transparent fee based on a percentage of assets under management, ensuring their interests are aligned with their clients’.
Background
THE BENCHMARK GROUP RIA SERVICES, LLC was founded in 2006 and has since become a leader in the financial advisory industry. With a team of experienced advisors and a commitment to providing personalized and comprehensive services, they have built a strong reputation for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, THE BENCHMARK GROUP RIA SERVICES, LLC is required to disclose certain information to clients, including any conflicts of interest and potential risks associated with their services. Clients can rest assured that THE BENCHMARK GROUP RIA SERVICES, LLC operates with full transparency and always acts in their best interest.