Reza Taraz
Reza Taraz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rancho Santa Fe, CA, with 26 years of industry experience. Reza 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
16950 Via de Santa Fe, 5060-103, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
February 2009Other Business Activities
Reza owns a business and provides consulting services, dedicating a few hours per week. He also serves as a board member for Taraz, spending a few hours per week on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations7 states
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
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