Sonya Doty
Sonya Doty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Terre Haute, IN, with 30 years of industry experience. Sonya 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
2335 E Margaret Dr, Terre Haute, IN, 47802
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Sonya is the President of Shrood Services, Inc., a pass-through entity for expenses related to her financial planning income, dedicating minimal time. She also works as an Office Manager for Victory Grand Slam, LLC, spending about 10-20% of her time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations17 states
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