Emmanuel Huereca
Emmanuel Huereca is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Jose, CA, with 20 years of industry experience. Emmanuel 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
1 Almaden Blvd, Ste 810, San Jose, CA, 95113-2215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emmanuel owns two single-family real estate properties as investment-related activities since 2014.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations43 states
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