AF
AF

Anthony Franzago

21 Years of Experience
Austin, TX
1 DisclosureBroker

Anthony Franzago is a registered investment advisor at Ameriprise Financial Services, LLC, based in Austin, TX, with 21 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

Austin, TX

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History

Regulatory History (1)
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Judgment / Lien
September 2012
Other Business Activities

Anthony owns multiple single-family and multi-family real estate properties, acquired between 2009 and 2017. These activities are investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2004 - Present · 21 yrs 7 mos
Ameriprise Financial Services, LLC
September 2004 - Present · 21 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations13 states
CACOFLGAIDMNMONCOKSCTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.