Claire Marsh
Claire Marsh is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 26 years of industry experience. Claire 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
2 Riverway Ste 1400, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Claire has outside employment with Comerica since November 2023. This investment-related activity takes about a quarter of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations6 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.