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
6500 SW Beaverton Hillsdale Hwy, Ste 1, Portland, OR, 97225-1400
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 tax preparation business and is employed by Eichenbaum Bateman Larkin CPAs LLC, dedicating about a third of his time to each. He also serves as Treasurer on the Board of Directors for Eichenbaum, spending minimal time on this investment-related activity.