Benchmark Investment Advisors LLC

Item 5: Fees and Compensation

fund’s prospectus. A client using Benchmark may be precluded from using certain mutual funds
or separate account managers because they may not be offered by the client's custodian.
Please refer to the Brokerage Practices section (Item 12) for additional information regarding the
firm’s brokerage practices.

D. External Compensation for the Sale of Securities to Clients
Benchmark advisory professionals are compensated solely through a salary and bonus structure.
Benchmark is not paid any sales, service or administrative fees for the sale of mutual funds or
any other investment products with respect to managed advisory assets.

                 Part 2A of Form ADV: Benchmark Investment Advisors, LLC Brochure

Item 7: Types of Clients
Benchmark provides investment advisory services to a broad array of clients, which include
individuals, high net worth individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, and corporations or other businesses.
For its Asset Allocation Program, Benchmark generally requires a minimum account size of
$500,000.
For Retirement Plan Services, Benchmark generally requires a minimum fee of $4,000, which
covers Base Services only, per the Retirement Plan Services agreement between the firm and the
client. There is an additional one-time installation and plan document setup fee. Clients may
also be charged for Special Services as outlined in the Retirement Plan Services agreement.
Benchmark, in its sole discretion, may waive the required minimums.

                 Part 2A of Form ADV: Benchmark Investment Advisors, LLC Brochure