James Benson is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 46 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a director on the board of a 501(c)(3) non-profit organization, dedicating minimal time. He also serves on the board of directors for the Fairy-Lily-Long Lake Association, spending minimal time to protect and improve the tri-lake environment.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Dain Rauscher IncorporatedBroker
Dean Witter Reynolds INC.Broker
Craig-Hallum, INC.Broker
Alstead, Strangis & Demspey Tax Shelter Investments, INC.Broker
Alstead, Strangis and Dempsey IncorporatedBroker
Van Clemens & CO. IncorporatedBroker
State Registrations32 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.