L. K. Benson & Company, P.c.

L.K. Benson & Company is a registered investment adviser founded in 1994 by Lyle K. Benson, Jr., and Christopher D. Benson. The firm specializes in providing financial services to individuals, high net worth individuals, and families, offering financial planning, portfolio management, tax planning, and preparation services. They act as fiduciaries, obligated to act in the best interests of their clients, and do not accept performance-based fees to avoid conflicts of interest. Clients have the option to grant L.K. Benson & Company discretionary authority over their investment accounts. The firm does not have a minimum investment size requirement and charges fees based on the complexity of services provided, typically ranging from $10,000 to $32,000 annually. L.K. Benson & Company does not participate in wrap fee programs and managed $369,140,420 in client assets as of December 31, 2024. The firm's investment strategies focus on asset allocation, diversification, and risk management to help clients achieve their financial goals. Clients receive regular account reviews and statements, and the firm does not vote proxies on behalf of clients. The employees, Lyle K. Benson, Jr., and Christopher D. Benson, are Certified Public Accountants with extensive experience in the financial services industry. They maintain professional designations such as CPA, Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®). The firm's Principal and Chief Compliance Officer, Christopher D. Benson, supervises all employees to ensure compliance with regulations and ethical standards.