Benjamin Benzaken
Benjamin Benzaken is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 28 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1585 Kapiolani Blvd, Ste 1216, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Benjamin operates BenZaken Investment Group as a DBA for his LPL business and owns rental real estate. He is also a Hawaii director of a self-defense program, dedicating minimal time to it, and a non-variable insurance producer, also dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Mutual Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations21 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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