Advisor at Robert Baird & Co.
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Firm
Robert Baird & Co.
Location
Mt Vernon, WA 98273
Credentials
Series 66
Industry experience
6 years
Lisa Benjamin is a financial advisor at Robert Baird & Co. with six years of industry experience. She previously worked at Edward Jones for six years and held roles at Tapestry/Coach for 14 years. Lisa holds the Series 66 designation and is based in Mt Vernon, WA. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services utilizing a variety of investment strategies and management approaches.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
1404 East College Way, Suite 103
Mt Vernon, WA 98273
Texas · Washington
Baird
2025 - Present (1 year)
Edward Jones
2019 - 2025 (6 years)
Tapestry / Coach
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Mount Vernon, WA
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