EB
EB

Eric Breecher

28 Years of Experience
Bellevue, WA
1 DisclosureBroker

Eric Breecher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bellevue, WA, with 28 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
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.

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Location

929 108th Ave NE Ste 1200, Bellevue, WA, 98004

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History

Regulatory History (1)
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Customer Dispute
April 2003
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2016 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLC
August 2016 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.
June 2005 - September 2016 · 11 yrs 3 mos
Oppenheimer & CO. INC.Broker
May 2005 - September 2016 · 11 yrs 4 mos
Wm Financial Services, INC.Broker
September 2000 - May 2005 · 4 yrs 8 mos
Great American Advisors, INC.Broker
March 1998 - October 2000 · 2 yrs 7 mos
American Express Financial Advisors INC.Broker
January 1987 - March 1987 · 2 mos
State Registrations21 states
AKAZCACOCTDEHIIDILLAMNMTNCNENYORPRTXUTWAWI
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.