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LT
CFP
LT
CFP

Lee Turmail

Ameriprise Financial Services, LLC
29 Years of Experience
Boynton Beach, FL
1 DisclosureBroker
View SEC Summary
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Lee Turmail is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Boynton Beach, FL, with 29 years of industry experience. Lee 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
—
View Full SEC Brochure

Location

Boynton Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lee is involved in business ownership and tax preparation since March 2023, dedicating minimal time. Lee also serves as secretary on the board of directors for Turmail since 2001, also dedicating minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLC
September 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - September 2021 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - September 2021 · 6 yrs 5 mos
Morgan StanleyBroker
June 2009 - April 2015 · 5 yrs 10 mos
Morgan Stanley
June 2009 - April 2015 · 5 yrs 10 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - March 2009 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - March 2009 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
June 1997 - January 2006 · 8 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 1997 - January 2006 · 8 yrs 7 mos
Ids Life Insurance CompanyBroker
June 1997 - January 2006 · 8 yrs 7 mos
State Registrations29 states
AKAZCACOCTFLGAILINKYMDMEMIMNMONCNHNJNVNYOHORPASCTNTXVAWAWI
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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