Robert Taylor
Robert Taylor is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wolcott, CT, with 32 years of industry experience. Robert 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
2 North St Ste 3, Wolcott, CT, 06716
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
August 2004Other Business Activities
Robert owns a business, though the nature of the business is not specified in the filing. He also authored a workbook titled "Creating Your Power List-Find Your Ultimate Occupation". Both activities take minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations15 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.