Peter Ramsay
Peter Ramsay is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Norwell, MA, with 31 years of industry experience. Peter 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
80 Washington St Ste E11, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Peter is a trustee for RAM80 Realty, LLC and RAM24 Realty, LLC, and owns RAM1549, LLC for a vacation property. He also owns PAR-NextGen Consulting, LLC, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations39 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.