Sarah Irwin
Sarah Irwin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Titusville, PA, with 18 years of industry experience. Sarah 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
125 N Franklin St, Titusville, PA, 16354-1760
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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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Sarah owns real estate, including a trailer and a single-family home, and works as a notary public. She is also a financial advisor with Bannon and Associates, dedicating about a quarter of her time, and one of three paid caregivers for her father.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hbk Sorce Advisory LLC
Securities America, INC.Broker
State Registrations13 states
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