Robert Donato
Robert Donato is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 21 years of industry experience. Robert 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
300 N Corporate Dr Ste 100, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
LPL Financial CorporationBroker
Investors Advisory Group, INC
Raymond James Financial Services, INC.Broker
Stark Distributors LLCBroker
Stark & Roth, INC.
Shepherd Trading LimitedBroker
Reliant TradingBroker
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations27 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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