Benjamin Lacomis is a registered investment advisor at Slp Wealth, based in Durham, NC, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.
Location
555 South Mangum St, Suite 100, Durham, NC, 27701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin works as a student loan consultant, advising borrowers on repayment and forgiveness strategies since August 2022. This activity takes about half of Benjamin's time.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.