Christy Manthei
Christy Manthei is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jackson, MI, with 18 years of industry experience. Christy 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
301 N Jackson St, Jackson, MI, 49201
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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.
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Christy works at Comerica Bank, dedicating a significant amount of time during trading hours. She also provides clients with money market options through Maestro, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Comerica SecuritiesBroker
Comerica Securities
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
The Huntington Investment Company
The Huntington Investment CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
State Registrations2 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.