Robert Morris
Robert Morris is a registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 29 years of industry experience. Robert 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
8235 YMCA Blvd Ste 401, Baton Rouge, LA, 70810
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Robert has several business ownership and outside employment activities, some investment-related and some not. Several activities take a few hours per week, while others take about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations40 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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