Anthony Maneri
Anthony Maneri is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 31 years of industry experience. Anthony 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
4800 N Federal Hwy Ste D200, Boca Raton, FL, 33431-3413
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Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Anthony is an independent insurance broker with Metlife/Travelers since 2000 and a manager at Plan On It, LLC, an administrative business services provider, since 2007. He also manages Suite Space, LLC, handling real estate issues for his financial planning practice, and provides pro bono financial planning, each taking a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations20 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.