James Benjamson
James Benjamson is a registered investment advisor at Innovation Partners LLC, based in Battle Ground, WA, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
Battle Ground, WA
Get directionsHistory
Regulatory History (6)
Judgment / Lien
December 2018Judgment / Lien
September 2018Judgment / Lien
April 2014Judgment / Lien
June 2012Judgment / Lien
March 2012Judgment / Lien
August 2010Other 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
Innovation Partners LLC
Ip Financial Advisory Services LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Royal Alliance Associates, INC.Broker
Commonwealth Equity Services, INC.Broker
Pw Securities, INC.Broker
Titan Capital CorporationBroker
State Registrations1 state
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.