Nathan Birney
Nathan Birney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 26 years of industry experience. Nathan 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
9821 Katy Fwy, Ste 840, Houston, TX, 77024
Get directionsHistory
Regulatory History (4)
Judgment / Lien
August 2018Judgment / Lien
March 2018Judgment / Lien
October 2016Criminal
August 1995Other Business Activities
Nathan is a business owner since 2016, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations3 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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