Advisor at LexAurum Advisors
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Karen Benefiel is a financial advisor at LexAurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked at Cambridge Advisors Inc. for 20 years before joining LexAurum in 2023. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, offering both discretionary and non-discretionary management as well as sub-advisory services for other advisory firms.
Based on LexAurum Advisors
Based on LexAurum Advisors
Financial planning fees may be fixed amounts; specific amounts not stated
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually
Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)
Financial planning fees may be hourly based; specific rates not stated
Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level
Omaha, NE
Nebraska · Texas
LexAurum Advisors, LLC
2023 - Present (3 years)
Cambridge Advisors Inc.
2003 - 2023 (20 years)
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