Thomas Robbins
Thomas Robbins is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Newtown Square, PA, with 37 years of industry experience. Thomas 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
Newtown Square, PA
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2007Customer Dispute
June 2006Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Thomas is an independent insurance broker selling fixed annuities and manages several LLCs, including one for a family vacation home and others related to his financial planning practice and real estate holdings. He also provides financial neutral and expert witness services in collaborative divorce cases, dedicating about a third of his time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Chester Harris & Company, IncorporatedBroker
State Registrations30 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.