Karen Benefiel is a registered investment advisor at Lexaurum Advisors, based in Omaha, NE, with 24 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Cambridge Advisors INC
Charles Schwab & CO., INC.
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.
Exams
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