Matthew Kardesch
Matthew Kardesch is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 33 years of industry experience. Matthew 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
11 Greenway Plz, Ste 3000, Houston, TX, 77046-1104
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Matthew is involved with TPKV Financial, LLP, which was formed to sign an office space lease. This activity does not appear to be investment or insurance related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations37 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.
Exams
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