TrueAdvisor
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BB
CFP
BB
CFP

Benjamin Burkhart

LPL Financial LLC
3 Years of Experience
York, PA
Broker
View SEC Summary
View SEC Summary

Benjamin Burkhart is a CFP-designated registered investment advisor at LPL Financial LLC, based in York, PA, with 3 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

45 Wyntre Brooke Drive, York, PA, 17403

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin is a partner and CFO of Mid Atlantic Car Fest LLC, dedicating minimal time to this non-investment related activity. He also works full-time for The Financial Advisory Group LTD as a DBA for his LPL business and spends about 10-20% of his time as an IAR for The Financial Advisory Group, providing financial planning and consulting services, and dedicates minimal time to photography.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
The Financial Advisory Group
February 2023 - Present · 3 yrs 8 mos
State Registrations3 states
MDPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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