Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
20 Park Plaza Ste 439, Boston, MA, 02116
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Aaron owns a single-family real estate property in Chelsea, MA since 2020. This activity is not investment-related.