Lee Petersen
Lee Petersen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Meredith, NH, with 25 years of industry experience. Lee 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
14 Plymouth St Level 1, Meredith, NH, 03253
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Lee is a Sales Director at Lakes Region Development, Inc. and co-owner of VTP, a tax preparation service. Lee also serves as Managing Partner at Lakes Region Development, Inc., dedicating about a quarter of their time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations36 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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