Amy Burgess is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miami, FL, with 14 years of industry experience. Amy 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
9350 S Dixie Hwy, Ste 1410, Miami, FL, 33156-2944
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy manages her Ameriprise business and is a co-owner of Rhyco Group LLC and OBB Group LLC, all investment-related, dedicating a few hours per week to each. She also has outside employment at RDO & Associates, which is not investment-related, and manages her Ameriprise business, also dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations8 states
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