Athena Morrow
Athena Morrow is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 17 years of industry experience. Athena 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
363 N Sam Houston Pkwy E, Ste 1480, Houston, TX, 77060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Athena works for Penni, Rippey, Cunningham, & Associates, LLC since 2016, spending about 10-20% of her time there. She also provides plan production services to local advisors since 2009, dedicating approximately 60 hours per month to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations1 state
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