TrueAdvisor
TrueAdvisor
SB
ChFC
SB
ChFC

Suzanne Bourgault

Ameriprise Financial Services, LLC
29 Years of Experience
Portland, ME
Broker
View SEC Summary
View SEC Summary

Suzanne Bourgault is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, ME, with 29 years of industry experience. Suzanne 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
12955 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

Portland, ME

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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

Suzanne is involved in numerous business activities, primarily related to property management and rental properties through various LLCs. She also works as a field hockey coach, camp director, and umpire, dedicating minimal time to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2002 - Present · 23 yrs 10 mos
Ameriprise Financial Services, LLC
July 1997 - Present · 29 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 1997 - Present · 29 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1997 - July 2006 · 9 yrs
State Registrations2 states
MAME
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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