Benchmark Capital Group LTD - Our Trademark is Trust

Frequently Asked Questions

What makes Benchmark Capital Group different than other wealth managers?

At Benchmark Capital Group, we:

Focus on developing a solid relationship with you, personally and professionally, to fully understand your individual needs and goals.
Offer a full spectrum of services, from wealth growth and management to asset-protection planning and estate planning.
Are well versed and well experienced in a unique marriage of tax and investment planning.
Work hard to manage what you've worked hard to earn.
We listen to your needs.
We will provide a customized portfolio and growth strategy.
Are not affiliated with any partnerships or contracts to fulfill investment quotas.
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?

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?

Your individual needs are the focus of our portfolio development and management. Our first step is to truly get to know you- understand your goals and comfort level. We then perform a technical analysis of your current assets, investments and worth to propose a specific portfolio for you.

What is your fee and how do you charge for your services?

While most of our business is fee-based, there will always be some transaction-based relationships based upon individual clients needs.
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?

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?

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.