Manuel Horner
Manuel Horner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chula Vista, CA, with 18 years of industry experience. Manuel 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
884 Eastlake Pkwy Ste 1615, Chula Vista, CA, 91914-4547
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Manuel owns a single-family real estate property since 2013 and works for California Credit Union since 2007, dedicating about a quarter of his time. He also works as a basketball official, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLCBroker
Citicorp Investment ServicesBroker
U.S. Bancorp Investments, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations11 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.