George Katsilometes
George Katsilometes is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pocatello, ID, with 38 years of industry experience. George 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
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.