Carl Benedict
Carl Benedict is a CFP-designated registered investment advisor at Legacy Wealth Concepts, based in Baton Rouge, LA, with 42 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 151 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Benedict Wealth Management manages investment portfolios for a fee ranging from 0.25% to 1.25% per year, charged quarterly. The minimum account size is generally $250,000.
Location
17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other 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.
Employment History
Current Registrations
Legacy Wealth Concepts
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Anchor National Financial Services, INC.Broker
Collins-Ogden, INC.Broker
Fsc Securities CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.