Charles Hurtt
Charles Hurtt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Timonium, MD, with 29 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
201 W Padonia Rd Ste 303, Timonium, MD, 21093
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2012Customer Dispute
June 2009Other Business Activities
Charles owns a tax preparation business and CT Endeavors, LLC. He spends minimal time on each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Chapin, DavisBroker
Chapin Davis Asset Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations18 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.