FH
CFP
FH
CFP

Ferencz Horvath

25 Years of Experience
Miami, FL
1 DisclosureBrokerSells Insurance

Ferencz Horvath is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Miami, FL, with 25 years of industry experience. Ferencz 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

9130 S Dadeland Blvd, Ste 1903, Miami, FL, 33156

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History

Regulatory History (1)
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Criminal
August 1996
Final Disposition
Other Business ActivitiesSells Insurance

Ferencz is an independent insurance broker with multiple companies since as early as 2001. He also has business ownership activities, one taking minimal time and another taking about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2007 - Present · 19 yrs 1 mo
Ameriprise Financial Services, LLC
March 2007 - Present · 19 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2007 - Present · 19 yrs 2 mos
Previous Registrations
New England Securities Corporation
May 2000 - March 2007 · 6 yrs 10 mos
New England SecuritiesBroker
May 2000 - March 2007 · 6 yrs 10 mos
State Registrations10 states
COFLGAMANCORPRSCSDTX
AdvisorBrokerBoth

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
No exam information available for this advisor.