Advisor at Lock Wealth Management
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Firm
Lock Wealth Management
Location
Atlanta, GA
Credentials
CFP®, Series 63
Industry experience
5 years
Benjamin Loughery is a CFP® with five years of industry experience, currently serving as an investment advisor representative at both Lock Wealth Management LLC and Boldin Advisors. He previously worked at Invesco and Capital Group. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers planning on fixed, hourly, or annual terms without managing client portfolios or assets.
Based on Lock Wealth Management
Based on Lock Wealth Management
Educational seminars: pro bono; Workplace Financial Wellness: $2,500 flat for up to 10 employees; Project-Based Financial Planning: $0 to $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 to $400 per hour
Ongoing Financial Planning: $375 to $3,500 per month or $1,125 to $10,500 per quarter
Fee-only: Fee-only firm; compensation solely from clients for services
Atlanta, GA
Georgia
Lock Wealth Management LLC
2024 - Present (2 years)
Invesco
2020 - 2024 (4 years)
Capital Group
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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