Heath Bartlett
Heath Bartlett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lexington, SC, with 23 years of industry experience. Heath 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
947A E Main St, Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business Activities
Heath owns commercial real estate and other property. He also made a passive personal investment in blackICEdata, an AI technology company, which will not impact his time spent on his Ameriprise Financial business.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Cic Advisers, LLC
Capital Investment Group, INC.Broker
W.C. Smith & Company, INC.Broker
State Registrations25 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.