Elisa Budoff
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 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
30100 Chagrin Blvd Ste 180, Pepper Pike, OH, 44124-5705
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2013Customer Dispute
April 2011Customer Dispute
March 2010Customer Dispute
April 2008Customer Dispute
June 2006Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
State Registrations10 states
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.