Michael Benjaminson
Michael Benjaminson is a registered investment advisor at LPL Financial LLC, based in San Ramon, CA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
111 Dearwood Rd; Suite 200, Office 32, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Michael operates under the DBAs MDB Group and MDB Wealth Group, Inc. He engages in standard insurance activities and LPL business and insurance business, dedicating about 10-20% of his time to the former and full-time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
1717 Capital Management CompanyBroker
Sun Investment Services CompanyBroker
State Registrations7 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.