Benjamin Lacomis is a registered investment advisor at Slp Wealth, based in Pittsburgh, PA, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 1,657 clients with $64M 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 | 0.75% |
Applies as an additional fee on top of monthly planning fees for clients who choose investment management. Rate starts at 0.75% per year and is negotiable. Third-party managers may add up to 0.12% per year on specific accounts.
Fee Estimator
Location
Pittsburgh, PA
Get directionsHistory
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 works as a student loan consultant, advising borrowers on repayment and forgiveness strategies since August 2022. This activity takes about half of Benjamin's time.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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
More Advisors
- Ralph Boyd, CFPAllegheny Financial Group
- Bradley Shermeto, CFPCwm, LLC
- Jennifer Hall, CFPLange Financial Group, LLC
- Arron Thompson, CFPEdward Jones
- Carrie Coghill, CFPKestra Advisory Services, LLC
- Joseph Kloecker, CFP