F Dennis is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbia, SC, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
1301 Gervais St, Columbia, SC, 29201
Get directionsF is involved with multiple LLCs (Columbia Capital X, IX, XII, XIV, XV, XI, and XVI) primarily for investment purposes, particularly in Tiger Global funds. F's time commitment to each LLC is minimal, ranging from zero to one hour per month or annually.
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.