Benchmark Wealth Management, LLC

Benchmark Wealth Management, LLC is a registered investment adviser providing wealth management services since August 2007. As of August 30, 2024, Mercer Global Advisors Inc. acquired 100% of the operating assets. The firm offers discretionary wealth management services tailored to individual client needs, including financial planning. Investment strategies involve asset allocation and security selection, primarily utilizing exchange-traded funds, mutual funds, stocks, bonds, and options. Benchmark Wealth Management acts as a fiduciary, obligated to act in clients' best interests, avoiding conflicts of interest. The firm requires a minimum asset level of $2-5 million for client relationships. Fees are charged as a percentage of assets under management, varying based on household assets. The firm does not charge performance-based fees, ensuring alignment with client interests. Clients receive quarterly account statements and regular reviews. Benchmark Wealth Management does not receive economic benefits for client referrals and does not vote proxies on behalf of clients. The firm does not have financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.