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James Benjamson

Innovation Partners LLC
41 Years of Experience
Battle Ground, WA
6 DisclosuresBrokerSells Insurance
View SEC Summary
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James Benjamson is a registered investment advisor at Innovation Partners LLC, based in Battle Ground, WA, with 41 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 26 clients with $22M in assets under management.

Innovation Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
181 advisors
Number of Clients
26 clients
Average Client Portfolio
$834K average
Assets Under Management
$21.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10K3.00%
$10K - $25K3.00%
$25K - $100K2.75%
$100K - $250K2.50%
$250K+2.00%

Maximum annual fee is 3% and fees are negotiable. Third-party investment advisor program fees range separately from 1.40% to 2.20% depending on assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Battle Ground, WA

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History

Regulatory History (6)
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.
Judgment / Lien
December 2018
Judgment / Lien
September 2018
Judgment / Lien
April 2014
Judgment / Lien
June 2012
Judgment / Lien
March 2012
Judgment / Lien
August 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is a sole proprietor of a CPA practice, dedicating about 10-20% of his time to accounting, tax preparation, and planning services. He also acts as an agent/independent contractor for commercial insurance, dedicating minimal time to this activity, and is the bookkeeper for his wife's online business.

Employment History
Current Registrations
Innovation Partners LLCBroker
April 2024 - Present · 2 yrs 6 mos
Innovation Partners LLC
April 2024 - Present · 2 yrs 6 mos
Ip Financial Advisory Services LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Crown Capital Securities, L.P.
February 2002 - May 2024 · 22 yrs 3 mos
Crown Capital Securities, L.P.Broker
July 1999 - May 2024 · 24 yrs 10 mos
Mutual Service CorporationBroker
March 1999 - July 1999 · 4 mos
Titan/value Equities Group, INC.Broker
April 1990 - March 1999 · 8 yrs 11 mos
Royal Alliance Associates, INC.Broker
January 1990 - April 1990 · 3 mos
Commonwealth Equity Services, INC.Broker
July 1986 - October 1988 · 2 yrs 3 mos
Pw Securities, INC.Broker
February 1986 - March 1986 · 1 mo
Titan Capital CorporationBroker
July 1983 - July 1985 · 2 yrs
State Registrations1 state
WA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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