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Transparency is everything.

One of our core focuses is to make our pricing as clear and transparent as possible. We never collect commissions or kickbacks of any kind, as we aim to keep costs low for our clients.

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Financial Planning & Investment Management

This fee is based on what you, or you and your spouse, have in investable assets which we manage.

Total personal assets

Annual Advisory Fee

$0 - $500,000

0.85%

$500,001 - $1,000,000

0.75%

$1,000,001 - $2,000,000

0.65%

$2,000,001 - $5,000,000

0.45%

$5,000,001 - $10,000,000

0.35%*

$10,000,001 - $25,000,000

0.20%*

*Contingent fee. This fee is based on the complexity of your financial life and/or your net worth.

Business Retirement Plans

This fee is based on the total assets of your company retirement plan. Our fee, along with all administration fees and matching contributions, qualify as a business expense / tax deduction.

Total plan assets

Annual Advisory Fee

$0 - $500,000

0.80%

$500,001 - $1,000,000

0.70%

$1,000,001 - $3,000,000

0.60%

$3,000,001 - $5,000,000

0.50%

$5,000,001 - $10,000,000

0.40%

Over $10,000,001

0.30%*

*Contingent fee. Number of plan participants and other factors may impact this fee.

Learn about other potential fees within the industry.

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It all starts with hello.

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It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

BENCHMARK FINANCIAL, LLC (“BENCHMARK FINANCIAL”) is a registered investment advisor offering advisory services in the State[s] of IOWA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, BENCHMARK FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BENCHMARK FINANCIAL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BENCHMARK FINANCIAL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BENCHMARK FINANCIAL or a BENCHMARK FINANCIAL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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