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Andrew Fugazzi

Ameriprise Financial Services, LLC
44 Years of Experience
Columbus, OH
1 DisclosureBroker
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Andrew Fugazzi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 44 years of industry experience. Andrew 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8008 N High St, Columbus, OH, 43235

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew works as a financial advisor in Jeff Chaddock's Ameriprise practice. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 1999 - Present · 27 yrs 1 mo
Ameriprise Financial Services, LLC
January 1982 - Present · 44 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 1982 - Present · 44 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
April 2003 - July 2006 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
June 1989 - August 1995 · 6 yrs 2 mos
Ids Financial Services INC.Broker
January 1984 - December 1986 · 2 yrs 11 mos
State Registrations20 states
AZCACOFLGAILINMIMNMONCNYOHPASCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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