Mark Palazzolo
Mark Palazzolo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rochester, NY, with 38 years of industry experience. Mark 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
2024 W Henrietta Rd, Ste 5D, Rochester, NY, 14623-1360
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
November 2002Other Business Activities
Mark owns commercial and single-family real estate, including property in Italy. He also has business ownership and outside employment activities, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations27 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.