Eric Storberg
Eric Storberg is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vero Beach, FL, with 39 years of industry experience. Eric 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1054 20th PL, Vero Beach, FL, 32960-5360
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2010Judgment / Lien
August 2010Other Business Activities
Eric serves as Rotary District Foundation Chair, overseeing fundraising activities for the Rotary International Foundation. This activity is not investment-related and takes about 10-20% of Eric's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Brennan Ross Securities, INC.Broker
F.D. Roberts Securities, INC.Broker
Norstar Brokerage CorporationBroker
Rooney, Pace INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations14 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.