EC
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Edward Comar

27 Years of Experience
Walnut Creek, CA
1 DisclosureBroker

Edward Comar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Walnut Creek, CA, with 27 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1333 N California Blvd, Ste 630, Walnut Creek, CA, 94596

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History

Regulatory History (1)
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Criminal
December 1984
Final Disposition
Other Business Activities

Edward owns multi-family real estate since 2005 and another business since 2016, dedicating a few hours per week to each. He also has another unspecified activity since 2003, also dedicating a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1999 - Present · 27 yrs 8 mos
Ameriprise Financial Services, LLCBroker
June 1998 - Present · 28 yrs 3 mos
Ameriprise Financial Services, LLC
June 1998 - Present · 28 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 1998 - July 2006 · 8 yrs 1 mo
State Registrations19 states
CACOFLHIIDMIMNMTNCNMNVORPASCTNTXVAWAWI
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.
Edward Comar - Financial Advisor | TrueAdvisor