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, Education Planning, Estate Planning, Gen X, and 3 more. Their firm serves 7 clients with $27M 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 | 1.50% |
Fees range from 0.25% to 1.50% depending on the size and complexity of the client relationship. Fees are negotiable at the advisor's discretion and take into consideration aggregate assets under management.
Fee Estimator
Contact
Benjamin Simiskey
Location
Katy, TX
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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 →Other Business Activities
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.
Exams
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