Sara Colton
Sara Colton is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 21 years of industry experience. Sara 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
8008 N High St, Columbus, OH, 43235
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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 →Other Business Activities
Sara is the treasurer of Colton since 2017, dedicating minimal time to this role. She also works as a financial advisor in Jeff Chaddock's Ameriprise practice, spending about 3/8 of her time on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Asset Management
Jpmorgan Distribution Services, INC.Broker
Signator Investors, INC.Broker
State Registrations27 states
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