Justin Swope
Justin Swope is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 30 years of industry experience. Justin 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
1300 Hercules Ave Ste 205, Houston, TX, 77058
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Justin owns several real estate properties, including a condo in Keystone, Colorado, land in Alvin, Texas, and a single-family home in Waco, Texas. He also sells hay from his property in Alvin, Texas, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations25 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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