Benjamin Daniel Totel

Principal Asset Management

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Principal Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

119 advisors

Number of Clients

7,399 clients

Average Client Portfolio

$49.2M average

Assets Under Management

$364.0B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

711 High Street, Des Moines, IA, 50392

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Benjamin is an access/supervised person of Principal Global Investors, LLC. He also owns Badger Creek Land Co LLC, spending minimal time on this non-securities related activity.