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Robert Bonwell

Ameriprise Financial Services, LLC
61 Years of Experience
Charleston, WV
1 DisclosureBroker
View SEC Summary
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Robert Bonwell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charleston, WV, with 61 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Virginia St E Ste 850, Charleston, WV, 25301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1992
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns a business and has a real estate license. He dedicates minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2020 · 16 yrs 6 mos
Wells Fargo Clearing Services, LLC
July 2003 - January 2020 · 16 yrs 6 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
September 1977 - July 2003 · 25 yrs 10 mos
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
April 1965 - February 1976 · 10 yrs 10 mos
State Registrations23 states
CACOFLGAIDILKSKYLAMDMIMNNCNMNVOHPASCTNUTVAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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