Alice Mach
Alice Mach is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Murfreesboro, TN, with 28 years of industry experience. Alice 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
270 Glenis Dr, Ste B, Murfreesboro, TN, 37129-5102
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Alice is involved with MEW Practice Management, LLC since 2021. This takes about a quarter of her time, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.