George Stowe
George Stowe is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newburgh, IN, with 19 years of industry experience. George 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
8859 High Pointe Dr, Newburgh, IN, 47630-7964
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George owns real estate and another business, neither of which are investment-related. He also serves in various volunteer roles, including Vice Commissioner and Advertising Director for Newburgh Girls Softball, on the Newburgh United Methodist Church Finance Committee, as a member of the Engelbrecht Place Phase II HOA board, and with the Castle Softball Booster Club, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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