Christine Purser
Christine Purser is a registered investment advisor at Ameriprise Financial Services, LLC, based in Naperville, IL, with 17 years of industry experience. Christine 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
535 E Diehl Rd Ste 270, Naperville, IL, 60563-2260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christine owns The Purser Group and Purser Enterprises, LLC for tax preparation, dedicating about 10-20% of her time. She also has equity ownership in The Consultant's Group Inc and is a Private Wealth Advisor at Frank Crum, spending about a quarter of her time on each. Christine also owns Sunny Paradise Life LLC for a new boat, spending minimal time on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 states
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