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Eric Furlotte

Ameriprise Financial Services, LLC
28 Years of Experience
Farmington Hills, MI
2 DisclosuresBroker
View SEC Summary
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Eric Furlotte is a registered investment advisor at Ameriprise Financial Services, LLC, based in Farmington Hills, MI, with 28 years of industry experience. Eric 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

33493 W 14 Mile Rd Ste 80, Farmington Hills, MI, 48331

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History

Regulatory History (2)
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.
Regulatory
March 2017
Final
Regulatory
April 2015
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is involved in multiple business activities, including business ownership at two locations, serving as a director for Furlotte, and outside employment with Furlotte Consulting Group LLC. These activities take up about 10-20% of his time for the business ownership and director roles, and about 10-20% of his time for the outside employment role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2010 - Present · 16 yrs 9 mos
Ameriprise Financial Services, LLC
August 1998 - Present · 28 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1998 - Present · 28 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1998 - July 2006 · 7 yrs 11 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
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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