Charles Ingulli
Charles Ingulli is a registered investment advisor at Ameriprise Financial Services, LLC, based in Langhorne, PA, with 22 years of industry experience. Charles 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
104 Corporate Dr E, Langhorne, PA, 19047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns a tax preparation business since 2001 and is a notary public since 2019, each taking minimal time. He also serves as President of Ingulli, a Borough Councilperson, works in project control for Henkels & McCoy/MasTec Inc, and teaches at Holy Family University, dedicating about 10-20% to about a quarter of his time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Tradition Asiel Securities INC.Broker
State Registrations1 state
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.