Bart Metzler
Bart Metzler is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in West Chester, OH, with 28 years of industry experience. Bart 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
6184 Muhlhauser Rd, Ste A, West Chester, OH, 45069
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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
Bart owns real estate, including lots and land, and is the owner and installer of home security equipment through Metzler Enterprise. He also co-owns several LLCs related to lake property and boats, primarily for asset protection, and owns Metzler Management Co, LLC, which manages the advice-based portion of his Ameriprise practice, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations19 states
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