Marc Kolopsky
Marc Kolopsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bedford, NH, with 30 years of industry experience. Marc 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
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 Registrations15 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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