Brett Macauley
Brett Macauley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Roseville, CA, with 32 years of industry experience. Brett 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
2260 Douglas Blvd Ste 200, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Brett owns multiple single-family real estate properties and is an independent insurance broker for companies like Anthem Blue Cross, Blue Shield of CA, and Kaiser Permanente. He also owns AME Management and Consulting, LLC, MAMRE, LLC, PAMFI, LLC, and PAMTI, LLC, and works as an associate franchise consultant for Megabranch, Inc. and Key Management Group, Inc., dedicating about 10-20% of his time to each consulting role.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Franklin/templeton Distributors, INC.Broker
Pruco Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
First Investors CorporationBroker
State Registrations1 state
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.