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Liesl Savage

Ameriprise Financial Services, LLC
9 Years of Experience
Ponte Vedra Beach, FL
Broker
View SEC Summary
View SEC Summary

Liesl Savage is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ponte Vedra Beach, FL, with 9 years of industry experience. Liesl 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

3102 Sawgrass Village Circle, Ponte Vedra Beach, FL, 32082-5037

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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

Liesl owns real estate property and serves as President of Savage. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2021 - Present · 4 yrs 10 mos
Ameriprise Financial Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Suntrust Securities, INC.Broker
January 2003 - May 2005 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - January 2002 · 10 mos
Edward JonesBroker
April 2000 - February 2001 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1999 - March 2000 · 1 yr
State Registrations29 states
ALAZCACOCTFLGAIAILLAMAMDMIMNMONCNENJNMOHORPARISCTNTXVAVTWY
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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