AS
AS

Albert Sharp

40 Years of Experience
Brighton, MI
2 DisclosuresBroker

Albert Sharp is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brighton, MI, with 40 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

11290 Grand River, Brighton, MI, 48116

Get directions

History

Regulatory History (2)
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
April 2018
Withdrawn
Customer Dispute
March 2007
Denied
Other Business Activities

Albert owns real estate, including a motel and apartment business, and is a housekeeping supervisor for Erik Sharp. These activities take about 10-20% of his time, minimal time, and about a third of his time, respectively.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 1999 - Present · 26 yrs 9 mos
Ameriprise Financial Services, LLCBroker
July 1985 - Present · 41 yrs
Ameriprise Financial Services, LLC
July 1985 - Present · 41 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
September 2002 - July 2006 · 3 yrs 10 mos
Ids Financial Services INC.Broker
July 1985 - December 1986 · 1 yr 5 mos
State Registrations11 states
AZFLILINKYMDMIPASCTNVA
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.
Albert Sharp - Financial Advisor | TrueAdvisor