Ameriprise Financial Services offers managed accounts with an ongoing asset-based fee. This fee covers investment advisory services. SPS Advisor accounts also have an Investments and Infrastructure Support Fee. Investment costs related to underlying investments are separate. Additional transaction-related fees may also apply. The asset-based fee is comprised of an Advisory Fee, a Platform Fee, and a Manager Fee. AEIS may receive Third Party Payments from investment costs.
7617 Mineral Point Road, Suite 200, Madison, WI, 53717
Get directionsAaron co-owns a real estate business and is on the board of directors for Zimmer, dedicating minimal time to each. He also has outside employment with CWAG LLC and business ownership, spending about a quarter of his time on these activities.