Michael Benoit is a registered investment advisor at LPL Financial LLC, based in Madison, WI, with 17 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
5910 Mineral Point Road, Madison, WI, 53705
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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
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Transamerica Investors Securities CorporationBroker
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities, LLC.Broker
Financial Telesis INCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
New England SecuritiesBroker
State Registrations51 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.