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James Paul Benson

CORNERSTONE INVESTMENT ADVISORS, LLC·BAXTER, Minnesota
Unclaimed Profile
14275 GOLF COURSE DR., SUITE 140, BAXTER, MN 56425CRD# 2147405Firm CRD# 138509
01

About

James Paul Benson is a registered financial advisor based in BAXTER, Minnesota, affiliated with CORNERSTONE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNERSTONE INVESTMENT ADVISORS, LLC
CORNERSTONE INVESTMENT ADVISORS, LLC
AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CORNERSTONE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2147405
Firm CRD# 138509
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Paul Benson offer?
James Paul Benson specializes in Financial Planning, Investment Management. Contact their office in BAXTER, Minnesota for a consultation.
What are James Paul Benson's credentials?
James Paul Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Paul Benson located?
James Paul Benson is based in BAXTER, Minnesota, working with CORNERSTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the BAXTER metropolitan area and surrounding communities.
How does James Paul Benson charge for services?
James Paul Benson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE INVESTMENT ADVISORS, LLC?
CORNERSTONE INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BAXTER
David Michael Lauer — CORNERSTONE INVESTMENT ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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