Edward Fox is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wausau, WI, with 30 years of industry experience. Edward 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
2100 Stewart Ave Ste 205, Wausau, WI, 54401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward has business ownership in Cornerstone Advisors and Little Rascals Holdings, dedicating minimal time to each. He also serves as a 4th degree knight in the Knights of Columbus, a church-based organization, spending minimal time per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations9 states
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