Clinton Boxman
Clinton Boxman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kingston, WA, with 20 years of industry experience. Clinton 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
10950 NE State Highway 104, Kingston, WA, 98346-9391
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 Registrations35 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.