Leilani Borer
Leilani Borer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Carson City, NV, with 25 years of industry experience. Leilani 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
709 E Telegraph St, Carson City, NV, 89701
Get directionsHistory
Regulatory History (2)
Regulatory
October 2007Regulatory
June 2007Other Business Activities
Leilani owns multiple real estate properties and serves as Vice-President on the Board of Directors for Borer. She also works as a Community Programs Director for labarre studios, dedicating a few hours per week to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.