Top financial advisors in Old Lyme, CT
We've curated a list of the best financial advisors in Old Lyme, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $298,614,860 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Old Lyme, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
$298,614,860 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Old Lyme, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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