William Bredthauer
William Bredthauer is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Hopewell Jct, NY, with 34 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Hopewell Jct, NY
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2024Customer Dispute
June 2013Customer Dispute
October 2008Customer Dispute
March 2002Other Business Activities
William co-owns and manages an Ameriprise business and is also co-owner of Nachauer Partners. He also works as a high school basketball referee, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations12 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.
Exams
More Advisors
- Sandra Bredthauer, CFPAmeriprise Financial Services, LLC