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CFP
EP
CFP

Edward Poach

Ameriprise Financial Services, LLC
29 Years of Experience
Washington, PA
Broker
View SEC Summary
View SEC Summary

Edward Poach is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Washington, PA, with 29 years of industry experience. Edward 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1150 Washington Rd, Washington, PA, 15301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward owns commercial real estate and manages the business and expenses of Poach, Koury, & Assoc. LLC, dedicating about 10-20% of his time to the latter. He also holds positions on the board of directors for Poach and works as a cantor and manager/consultant, spending minimal time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLC
July 1996 - Present · 30 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 1996 - Present · 30 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1996 - July 2006 · 10 yrs
State Registrations37 states
ARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMONCNHNJNVNYOHORPASCTNTXUTVAWAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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