PD
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Philip Deitch

26 Years of Experience
Sunset Hills, MO
3 DisclosuresBroker

Philip Deitch is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sunset Hills, MO, with 26 years of industry experience. Philip 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

10825 Watson Rd, Ste 110, Sunset Hills, MO, 63127-1031

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History

Regulatory History (3)
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Judgment / Lien
May 2011
Judgment / Lien
November 2008
Customer Dispute
March 2004
Settled
Other Business Activities

Philip owns a multi-family real estate property and serves on the board of directors for Deitch. He also works as a freelance photographer and journalist, and as a diversity trainer for multiple organizations, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2002 - Present · 23 yrs 9 mos
Ameriprise Financial Services, LLC
September 1999 - Present · 26 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 1999 - Present · 26 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
State Registrations8 states
CACOGAILKSMOTXVA
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.