Charles Thomasson
Charles Thomasson is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pepper Pike, OH, with 35 years of industry experience. Charles 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
29525 Chagrin Blvd Ste 370, Pepper Pike, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Charles owns a business at 29425 Chagrin Blvd and spends minimal time on it. He is also starting a charity to feed zoo animals, farm rescue animals, and horses, and is an amateur classical guitar player.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Mony Securities CORP.Broker
John Hancock Distributors, INC.Broker
State Registrations25 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
More Advisors
- Elisa Budoff, CFPAmeriprise Financial Services, LLC
- Thomas Dattilo, CFPAmeriprise Financial Services, LLC
- Mark Cooperrider, CFPAmeriprise Financial Services, LLC
- Kenneth LoweAmeriprise Financial Services, LLC
- Justin Fitchko, CFPDaymark Wealth Partners, LLC
- David Taucher, CFPStratos Wealth Advisors LLC