Matthew Ellis
Matthew Ellis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Manchester, CT, with 28 years of industry experience. Matthew 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
945 Main St, Ste 305, Manchester, CT, 06040
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Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
Matthew is involved in several business activities, including being a member of M.C.M. Group LLC, President of M. Ellis & Co LLC (staffing for his practice), co-owner of Momentum Martial Arts LLC, and a board member for Ellis. He also serves as President of Ellis, dedicating a few hours per week to each of these activities, with M. Ellis & Co LLC taking about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations26 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.