Benton Lacy
Benton Lacy is a registered investment advisor at Kingsview Wealth Management, LLC, based in College Station, TX, with 24 years of industry experience. Benton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
1500 Earl Rudder FWY S, College Station, TX, 77840
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Benton operates under the DBA Rollo Wealth Management.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.
Exams
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