Abigail Santiago-Monroe
Abigail Santiago-Monroe is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clermont, FL, with 35 years of industry experience. Abigail 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
1390 N Hancock Rd, Ste 102, Clermont, FL, 34711
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Customer Dispute
July 2008Other Business Activities
Abigail owns multiple real estate properties, including single-family and multi-family homes, some of which are not investment-related. Abigail also engages in fiduciary activities and has another business ownership, spending minimal time on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
Lehman Brothers INC.Broker
State Registrations33 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.