Shiri Ayalon
Shiri Ayalon is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cincinnati, OH, with 17 years of industry experience. Shiri 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
5905 E Galbraith Rd, Ste 4200, Cincinnati, OH, 45236-2375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shiri is on the board of directors and a Planned Giving Committee member for Ayalon since 2016. She also serves as Treasurer and Finance Committee Member for Ayalon, dedicating a few hours per week to about 10-20% of her time to these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Spectrum Financial Solutions, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations23 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.