Louis Sanchez
Louis Sanchez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Meadville, PA, with 25 years of industry experience. Louis 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
16285 Conneaut Lake Rd Ste 2, Meadville, PA, 16335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis manages his Ameriprise practice through ACAG3 LLC and is the co-owner of the same LLC. He also serves as Treasurer on the Board of Directors for Sanchez.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations41 states
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