Benjamin Simiskey is a CFP-designated registered investment advisor at Lakes Wealth Advisory, LLC, based in Katy, TX, with 18 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 7 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lakes Wealth Advisory's investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees range from 0.25% to 1.50% per year, depending on the size and complexity of your account. Fees may be negotiable. The fees do not include brokerage fees or other transaction costs.
Contact
Benjamin Simiskey
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is an adjunct instructor at Rice University since 2017, teaching a course that requires about a quarter of his time. This activity is not investment-related.
Employment History
Current Registrations
Lakes Wealth Advisory, LLC
Previous Registrations
Stegent Equity Advisors INC.
Stanford Group Company
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.
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