Lawson Wlodkowski is a registered investment advisor at Benchmark Financial Wealth Advisors LLC, based in Boca Raton, FL, with 1 years of industry experience. Lawson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 366 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable. For clients whose accounts are on margin the billed advisory fees are based on the total asset value of the account, which includes the value of the securities purchased on margin.
Fee Estimator
Location
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431
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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
Benchmark Financial Wealth Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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