L.K. Benson & Company (LKB) offers financial planning and portfolio management services on an ongoing basis. Financial planning includes understanding a client's financial resources and developing long-term goals. LKB also offers discretionary portfolio management services. LKB may recommend third-party investment advisors. LKB also works with clients in a project-based capacity for financial planning and tax services.
Assets Under Management$370M
Clients93
Advisors2
Avg. per Client$4M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
LKB offers investment advisory services for a quarterly retainer fee. This fee is based on the complexity of your financial situation and covers investment advice, financial planning, and tax preparation. Annual fees typically range between $10,000 and $32,000.
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