Benchmark Capital Group Ltd. is a registered investment adviser organized as a limited partnership under the laws of Delaware. Our firm is dedicated to delivering tailored investment solutions and comprehensive financial advisory services to our clients. With a dedicated team of approximately 20 professionals, including around 10 investment advisory employees and 5 licensed insurance agents, we offer a breadth of expertise to address diverse financial needs. Our registered investment adviser representatives are focused on providing personalized strategies that align with our clients' objectives.
As of our latest filings, Benchmark Capital Group Ltd. manages approximately $147 million in assets across 373 clients. We provide a range of services, including financial planning and portfolio management for individuals and small businesses. Our fee structures are flexible, encompassing percentage-based fees on assets under management, hourly charges, and fixed fees, allowing us to cater to the unique preferences of our clients. Our fiscal year concludes on December 31, and we maintain a commitment to transparency and regulatory compliance in all our operations. At Benchmark Capital Group Ltd., we strive to uphold the highest standards of fiduciary responsibility, ensuring that our clients' interests remain at the forefront of our advisory relationships.
