Nate Colbert
Nate Colbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sioux City, IA, with 19 years of industry experience. Nate 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
6111 Whispering Creek Dr Ste A, Sioux City, IA, 51106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nate owns a single-family real estate property and is the owner of RiverTop LLC, managing the Ameriprise business. He also supports his team practice at River Top LLC by managing day-to-day operations and expenses, dedicating a few hours per week to the business ownership and about a quarter of his time to the outside employment.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations30 states
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