Ian Klass
Ian Klass is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
620 S Tryon St, Gwim Chief Investment Office (Cio), Charlotte, NC, 28255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Barclays Global Investors ServicesBroker
Blackrock Fund Advisors
Blackrock Fund Distribution CompanyBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Coastal Discount Stockbrokers, INC.Broker
State Registrations53 states
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