Timothy Heilferty
Timothy Heilferty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Waxhaw, NC, with 31 years of industry experience. Timothy 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
Waxhaw, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward JonesBroker
Edward Jones
Integrity Funds Distributor, LLCBroker
PNC Investments
PNC InvestmentsBroker
Pruco Securities, LLC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
State Registrations51 states
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