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CFP
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CFP

Ralph Powell

Ameriprise Financial Services, LLC
33 Years of Experience
Monroeville, PA
Broker
View SEC Summary
View SEC Summary

Ralph Powell is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Monroeville, PA, with 33 years of industry experience. Ralph 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

4055 Monroeville Blvd, Ste 430, Monroeville, PA, 15146-2522

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ralph has a business ownership stake in an entity at 4055 Monroeville Blvd. Suite 430 Monroeville, Pa 15146 since 2013, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 17 yrs
Previous Registrations
Mbsc Securities Corporation
July 2007 - November 2009 · 2 yrs 4 mos
Mbsc Securities CorporationBroker
July 2007 - November 2009 · 2 yrs 4 mos
Mbsc, LLCBroker
July 2006 - July 2007 · 1 yr
Mbsc, LLC
July 2006 - July 2007 · 1 yr
Ameriprise Financial Services, INC.
July 2003 - May 2006 · 2 yrs 10 mos
American Express Service CorporationBroker
July 1993 - December 1994 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
March 1993 - June 2006 · 13 yrs 3 mos
Ameriprise Financial Services, INC.Broker
March 1993 - May 2006 · 13 yrs 2 mos
State Registrations24 states
AZCACODCDEFLGAILMAMDMEMINCNJNVNYOHOKPASCTXUTVAWI
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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