Steven Horsley
Steven Horsley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mason, OH, with 28 years of industry experience. Steven 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Mason, OH
Get directionsHistory
Regulatory History (4)
Financial
December 2020Financial
September 2020Financial
May 2020Financial
March 2020Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Brookstone Capital Management LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations27 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.
Exams
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