Clinton Boxman
Clinton Boxman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Seattle, WA, with 19 years of industry experience. Clinton 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
520 Pike St, Ste 2725, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Clinton owns commercial and single-family real estate, some of which is investment-related. Clinton also works as an independent insurance broker for Prudential, Banner Life, Jackson, and TransAmerica Annuities, and is involved with Boxman and the Greater Kingston Chamber of Commerce, 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
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
State Registrations34 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.