Margaret Graff
Margaret Graff is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 34 years of industry experience. Margaret 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
75 14th St NE, Ste 2130, Atlanta, GA, 30309-7727
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Margaret co-owns Juniper Sixth LLC, a commercial real estate venture, and Corbieres LLC, which manages her Ameriprise business, dedicating about 10-20% of her time to the latter. She also serves as a board member for Graff and has other business activities including investing in an independent film and providing personal loans, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations25 states
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