Carl Willard Benedict

CFP

Legacy Wealth Concepts

42 Years of Experience

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Firm Information

Legacy Wealth Concepts

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

151 clients

Average Client Portfolio

$429K average

Assets Under Management

$64.8M

Fee Structure

Minimum Investment:$250K

Hourly Rate:$150/hr

Fees for managing assets range from 0.25% to 1.25% per year, billed quarterly. Financial planning is offered at $150 per hour or a negotiated fixed fee. Retainer fees for ongoing financial planning activities are also negotiable. The minimum account size is generally $250,000 of investable assets, but exceptions may be made.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2015

Closed-No Action

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Other Business ActivitiesSells Insurance

Carl is involved in several business activities, including investment advisory services, rental property management, captive insurance consulting, tax preparation, and estate planning. He is also an independent insurance agent and a member of the Board of Election Supervisors.