Anthony James
Anthony James is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mankato, MN, with 19 years of industry experience. Anthony 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
1930 Premier Dr, Mankato, MN, 56001-5900
Get directionsHistory
Regulatory History (1)
Criminal
June 2000Other Business Activities
Anthony owns several real estate properties and is a member/owner of multiple LLCs, including Mankato Advisor's Property LLC, T&T Holding Company LLC, Hecht Land Holding LLC, Mankato Advisors LLC, Big Sky Mountain Lodge LLC, and Fairview Lane LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations9 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.