RF
ChFC
RF
ChFC

Richard Fredenburg

32 Years of Experience
Seneca Falls, NY
1 DisclosureBroker

Richard Fredenburg is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Seneca Falls, NY, with 32 years of industry experience. Richard 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

24 State Street, Box 54, Seneca Falls, NY, 13148

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History

Regulatory History (1)
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Customer Dispute
November 2002
Settled
Other Business Activities

Richard owns a business at 29 Tall Oaks Drive in Seneca Falls, NY since 2014. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1993 - Present · 33 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
April 1993 - July 2006 · 13 yrs 3 mos
State Registrations1 state
NY
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.