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
| $298,614,860 | 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.
Methodology
To generate our top financial advisors list in Old Lyme, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Old Lyme. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Old Lyme, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Old Lyme. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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