Marc Kolopsky
Marc Kolopsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bedford, NH, with 29 years of industry experience. Marc 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
Coldstream Park 116 S River Rd, Bldg E Fl 2 Ste 2, Bedford, NH, 03110
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2009Customer Dispute
July 2005Customer Dispute
July 2003Customer Dispute
September 2002Other Business Activities
Marc serves on the Board of Directors and Finance Committee for Kolopsky since May 2022. This requires minimal time each month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations14 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.