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CFP
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CFP

Elisa Budoff

Ameriprise Financial Services, LLC
32 Years of Experience
Pepper Pike, OH
5 DisclosuresBroker
View SEC Summary
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Elisa Budoff is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pepper Pike, OH, with 32 years of industry experience. Elisa 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

30100 Chagrin Blvd Ste 180, Pepper Pike, OH, 44124-5705

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Settled
Customer Dispute
April 2011
Settled
Customer Dispute
March 2010
Denied
Customer Dispute
April 2008
Settled
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Elisa is a member of the Village of South Russell Planning Commission since 2020 and a Finance Council member at St Joan of Arc Parish since 2021. Both activities are not investment-related and take minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2018 - Present · 8 yrs 3 mos
Ameriprise Financial Services, LLC
July 2018 - Present · 8 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2011 - July 2018 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2011 - July 2018 · 7 yrs 5 mos
UBS Financial Services INC.Broker
February 2007 - February 2011 · 4 yrs
UBS Financial Services INC.
February 2007 - February 2011 · 4 yrs
Mcdonald Investments INC.
May 1999 - February 2007 · 7 yrs 9 mos
Mcdonald Investments INC.Broker
May 1999 - February 2007 · 7 yrs 9 mos
Key Investments INC.Broker
March 1995 - May 1999 · 4 yrs 2 mos
Society Investments, INC.Broker
January 1994 - March 1995 · 1 yr 2 mos
State Registrations10 states
AZCADCFLILMDNVOHSCVA
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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