James Benson
James Benson is a registered investment advisor at Osaic Wealth, INC., based in Perham, MN, with 28 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
155 2nd St. SW, Suite B, Perham, MN, 56573
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2025Customer Dispute
October 2014Customer Dispute
May 2010Customer Dispute
August 2002Other Business ActivitiesSells Insurance
James sells fixed insurance, dedicating a few hours per week. He also owns several LLCs, including ones for holding an airplane, reporting purposes, and managing rental properties, and DBAs for his financial advisory and insurance services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cornerstone Investment Advisors, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Wma Securities, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
State Registrations24 states
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.