About L. K. BENSON & COMPANY, P.C.
L.K. Benson & Company, P.C. is a financial advisory firm that has been in business for over 40 years. It is headquartered in Towson, Maryland and has a team of experienced financial professionals who provide comprehensive financial planning, investment management, tax planning, and estate planning services to their clients.
L.K. Benson & Company, P.C. prides itself on their client-centric approach, providing personalized and unbiased advice tailored to each client’s unique financial situation and goals. They strive to build long-term relationships with their clients based on trust, integrity, and exceptional service.
How does the advisor help clients – Key Takeaways:
The advisors at L.K. Benson & Company, P.C. use their expertise and knowledge to help clients achieve their financial goals. Some key takeaways of how they help their clients include:
- Comprehensive financial planning tailored to each client’s unique needs and goals
- Expertise in investment management and tax planning strategies
- Assistance with estate planning and wealth transfer strategies
- A focus on building long-term relationships based on trust and exceptional service
Facts and Insights
L.K. Benson & Company, P.C. has over $500 million in assets under management and a team of 10 experienced advisors. With over 40 years in the financial advisory industry, the firm has a wealth of experience and knowledge to help their clients navigate the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million+ |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 40 years |
Financial Services Offered
L.K. Benson & Company, P.C. offers a range of financial services to help clients achieve their financial goals:
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning and wealth transfer strategies
Client Types
L.K. Benson & Company, P.C. works with a diverse group of clients including:
- Individuals and families
- Business owners and executives
- Retirees
- Trusts and estates
Fees & Compensation
L.K. Benson & Company, P.C. operates on a fee-only basis, meaning they do not earn any commissions or sell any products. Their fees are based on a percentage of assets under management and are transparent and fully disclosed to clients. This fee structure allows the advisors to solely focus on the best interests of their clients and eliminate any potential conflicts of interest.
Background
The founding partners of L.K. Benson & Company, P.C. bring decades of experience and expertise to the firm. The team also includes CPAs, attorneys, and certified financial planners, ensuring a holistic and well-rounded approach to financial planning and management.
Financial Advisor Disclosures to Know
As a registered investment advisor, L.K. Benson & Company, P.C. is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions taken against it.