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Alexander Timpson

34 Years of Experience
Portland, ME
1 DisclosureBroker

Alexander Timpson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, ME, with 34 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Two Portland Sq, Ste 700, Portland, ME, 04101

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History

Regulatory History (1)
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Customer Dispute
August 2008
Closed-No Action
Other Business Activities

Alexander oversees the management of real estate through Synergosity LLC and owns real estate through Wander Group LLC, dedicating about 10-20% of his time to each. He also spends about 10-20% of his time on music recording and performance with The Strangely Possibles.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
October 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - October 2018 · 10 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2018 · 10 yrs 9 mos
A. G. Edwards & Sons, INC.
June 2002 - January 2008 · 5 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
July 1992 - January 2008 · 15 yrs 6 mos
State Registrations21 states
AKCACOCTFLGAMAMEMNNCNHNJNVNYPARISCTNUTVAWA
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.
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