John Corsi
John Corsi is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ithaca, NY, with 43 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
950 Danby Rd Ste 100-B, Ithaca, NY, 14850
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
John owns commercial real estate and another business since 2005. These activities take about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ids Life Insurance CompanyBroker
Townsley Associates & Company, INC.Broker
New Decade Capital CORP.Broker
John Hancock Distributors, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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