Charles Erwin
Charles Erwin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boise, ID, with 30 years of industry experience. Charles 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
412 E Parkcenter Blvd, Suite 209, Boise, ID, 83706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a co-owner of a real estate business since 2005, dedicating about 10-20% of his time. He also has outside employment with Lancer Erwin Support Services since 2005, spending 60 hours per month on this.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations25 states
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