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Paul Nassar

38 Years of Experience
Troy, MI
2 DisclosuresBroker

Paul Nassar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 38 years of industry experience. Paul 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

1441 W Long Lake Rd, Ste 250, Troy, MI, 48098-4436

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Denied
Customer Dispute
February 1997
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2012 - Present · 13 yrs 11 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Advisor Services, INC.Broker
February 1988 - October 2009 · 21 yrs 8 mos
State Registrations10 states
ARDEMAMIMTOKRIUTVAWA
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.
Paul Nassar - Financial Advisor | TrueAdvisor