George Katsilometes
George Katsilometes is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pocatello, ID, with 39 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4189 Pole Line Rd, Pocatello, ID, 83202
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
George is a partner in RAGG, LLC, which is used to pay office expenses and taxes. He also has inherited business membership in Sparta Portneuf LLC, is a member of the Board of Directors of Katsilometes, and has ownership in several real estate holding companies, dedicating minimal 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
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.
Exams
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