BK
ChFC
BK
ChFC

Bassam Khalifeh

11 Years of Experience
Deerfield, IL
1 DisclosureBroker

Bassam Khalifeh is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Deerfield, IL, with 11 years of industry experience. Bassam 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

540 Lake Cook Rd, Ste 450, Deerfield, IL, 60015-5829

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2006
Employment History
Previous Registrations
Ameriprise Financial Services, LLC
November 2022 - March 2026 · 3 yrs 4 mos
Ameriprise Financial Services, LLC
October 2022 - November 2022 · 1 mo
Ausdal Financial Partners, INC.
June 2014 - November 2022 · 8 yrs 5 mos
Regal Advisory Services, INC.
November 2008 - July 2014 · 5 yrs 8 mos
Prudential Financial Planning Services
October 1999 - December 2006 · 7 yrs 2 mos
Exams
No exam information available for this advisor.