Coleen Hodsdon
Coleen Hodsdon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Naples, FL, with 10 years of industry experience. Coleen 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
12330 Tamiami Trl E, Ste 101-A, Naples, FL, 34113
Get directionsHistory
Regulatory History (1)
Financial
November 2016Other Business Activities
Coleen serves as Secretary on the Board of Directors for Hodsdon, dedicating minimal time to this non-investment related activity. She spends no time on this during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.
Exams
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