Robert Fix
Robert Fix is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kennewick, WA, with 30 years of industry experience. Robert 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
1009 N Center Pkwy Ste 220, Kennewick, WA, 99336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a board member for Fix, dedicating minimal time. He also works for FWM, LLC, spending about 35-40% of his time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cnl Securities CORP.Broker
J.P. Morgan Institutional Investments INC.Broker
Dws Investments Distributors, INCBroker
Phoenix Equity Planning CorporationBroker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
National Planning CorporationBroker
Guardian Investor Services CorporationBroker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations16 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.