Benjamin Watson
Benjamin Watson is a registered investment advisor at LPL Enterprise, LLC, based in Plano, TX, 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
5700 Granite Pkwy, Suite 360, Plano, TX, 75024
Get directionsHistory
Regulatory History (2)
Criminal
May 2009Criminal
May 2008Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Wealthtrust Asset Management, LLC
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
- Benjamin KiehnLPL Enterprise, LLC
- William Artzberger, CFALPL Enterprise, LLC
- Jairo MejiaLPL Enterprise, LLC
- Corina GreenLPL Enterprise, LLC
- David KingLPL Enterprise, LLC
- Preetinder ChathaLPL Enterprise, LLC