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Allison Israel

Ameriprise Financial Services, LLC
18 Years of Experience
Sandy Springs, GA
Broker
View SEC Summary
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Allison Israel is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Sandy Springs, GA, with 18 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5855 Sandy Springs Cir Ne, Ste 100, Sandy Springs, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Allison is a co-owner of Dragon Ridge LLC, managing Ameriprise business income and expenses and healthcare consulting, and also has outside employment at Dragon Ridge, LLC. She also serves as Treasurer on the Board of Directors for Israel, dedicating minimal time to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - March 2018 · 9 yrs
Banc of America Securities LLCBroker
August 2005 - November 2010 · 5 yrs 3 mos
State Registrations16 states
AZCACOFLGAILMIMNMONCNMSCTNTXVAWA
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.
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