Retirement Benchmark, LLC (Overland Park)
Retirement Benchmark, LLC is an internet adviser based in Overland Park. It manages $9.81 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Kansas.
Retirement Benchmark provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for approximately 2,880 clients. On top of advisory services, the firm doesn't engage in other business activities.
Retirement Benchmark: assets under management
The assets under management (AUM) of Retirement Benchmark, LLC is $9.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is investment and business development companies, which make up 10% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Retirement Benchmark, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Retirement Benchmark serves?
The only and largest group of clients of Retirement Benchmark is individuals with 6 clients and $9.81 million of assets under management. Among the 2 most similar advisory firms, Retirement Benchmark has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $9.81 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Retirement Benchmark doesn't advise any private funds.
Careers at Retirement Benchmark, LLC
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Overland Park
The principal office where Retirement Benchmark, LLC performs its advisory services is located at 7015 College Blvd., Overland Park, KS 66211 The mailing address of the firm is 12120 State Line Road #343, Leawood, KS 66209. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866 762 PLAN. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at incomestrategy.com.
Registered investment advisers similar to Retirement Benchmark, LLC
- Jack V. Butterfield Investment Company
- Florida Investment Advisory Services
- Phineus Partners
- Michael F. Carr & Associates
- Clark Strategic Advisors
- Tabula Rasa
- Woodbury Capital Management
- Silverhelix
- U.S. One
- SignaLPoint Capital Management
- Blackstone Real Estate Advisors
- Port Street Investments
- Bexar Capital Management
- Sprout Financial
- The Mcbride Group