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Frequently Asked Questions
What makes Benchmark Capital Group different
than other wealth managers?
At Benchmark Capital Group, we:
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Focus on developing a solid
relationship with you, personally and professionally, to
fully understand your individual needs and goals.
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Offer a full spectrum of
services, from wealth growth and management to
asset-protection planning and estate planning.
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Are well versed and well
experienced in a unique marriage of tax and investment
planning.
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Work hard to manage what
you've worked hard to earn.
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We listen to your needs.
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We will provide a customized
portfolio and growth strategy.
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Are not affiliated with any
partnerships or contracts to fulfill investment quotas.
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Are committed to providing
you with personalized service and being focused on you.
What is your structure?
Do you work independently or in a partnership?
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As a fee-based
financial manager, we are fully vested in your best
interests. We have no conflicts of interests. Our focus is
on you, your comfort level, and your needs.
What is your approach to
portfolio development and management?
What is your fee and how do you
charge for your services?
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While most of our business is
fee-based, there will always be some transaction-based
relationships based upon individual clients needs.
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Management fees range from
1-2% depending on type of assets, management style, and
client needs.
What do I do if I want to do
business with you but don't live in a state you're licensed in?
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Our business is continually
evolving and growing. Our licensure is reflective of our
current client base. As clients move, we may add or delete
states. If we are not licensed in the state you live in,
please call us to further discuss your needs and if we are
considering licensure in your area.
Location-I don't live in Galena,
Illinois. How do we work together?
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We strongly believe that a
solid relationship is based upon common goals, interests and
a personality match. We are not about "Converting Assets,"
but rather, we are about enjoying the working relationships
we have with our clients. Frequent face-to-face meetings are
an essential part of the initial round of interviews. We
have to get to know each other before we can agree to work
together. After our relationship is established and we have
earned your trust, communication via telephone and email
easily bridges distance.
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