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Capital Benchmark Partners, LLC

Headquartered in ATLANTA, GA

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Firm Information

Capital Benchmark Partners, LLC is an investment advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. They have approximately $23,833,337 in regulatory assets under management and serve 393 accounts. The firm also offers educational seminars.

Capital Benchmark Partners, LLC

$23.83M

Assets Under Management

67

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for seminars and speaking engagements

Branch Locations (1)

CAPITAL BENCHMARK PARTNERS, LLC has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at Capital Benchmark Partners, LLC

View All 1 Advisors
Unclaimed
Hao My Ngo

CFP®, RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Capital Benchmark Partners, LLC.

Frequently Asked Questions (6)

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