Simone Pacely
Simone Pacely is a registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 27 years of industry experience. Simone 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
2300 Henderson Mill Rd Ne, Ste 130, Atlanta, GA, 30345-2704
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Simone owns multi-family real estate and manages rental properties through Working Smart, Inc., dedicating minimal time to these activities. She also serves as a co-founder on the board of directors for Pacely and assists 100 Black Men of Dekalb with back-office operations and strategic objectives, spending about 10-20% of her time on this.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations16 states
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