Lyle Benson is a CFP, PFS-designated registered investment advisor at L. K. Benson & Company, P.C., based in Timonium, MD, with 13 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 93 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
LKB offers investment advisory services for a quarterly retainer fee. This fee is based on the complexity of your financial situation and covers investment advice, financial planning, and tax preparation. Annual fees typically range between $10,000 and $32,000.
Location
9690 Deereco Road, Suite 430, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
L. K. Benson & Company, P.C.
State Registrations1 state
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