Roger Oprandi
Roger Oprandi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miami, FL, with 26 years of industry experience. Roger 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
9350 S Dixie Hwy, Ste 1410, Miami, FL, 33156-2944
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Roger is a co-owner of RDO & Associates, which he uses to manage expenses related to his Ameriprise practice, and an active member of Accelerators LLC, a networking organization. These activities each take about 10-20% of Roger's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations31 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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