Carl Willard Benedict

CFP

42 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Legacy Wealth Concepts

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

151 clients

Average Client Portfolio

$429K average

Assets Under Management

$64.8M

Fee Structure

Minimum Investment:$250K

Location

17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817

Get directions

History

Regulatory History (1)

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Customer Dispute

August 2015

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Carl is involved in several business activities, including investment advisory services, rental property management, captive insurance consulting, tax preparation, and estate planning. He is also an independent insurance agent and a member of the Board of Election Supervisors.