Gregory Charnes
Gregory Charnes is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brentwood, TN, with 24 years of industry experience. Gregory 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
213 Overlook Circle, Ste A-2, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory owns Overlook Business Partners LLC (real estate), What's Your Saltwater LLC (financial advisor practice management), and Sacred Service Group LLC (manages Ameriprise business). He also serves as a board member and treasurer for Charnes II, and spends about a third of his time managing his Ameriprise franchise through What's Your Saltwater LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations35 states
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