James Tabery
James Tabery is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 15 years of industry experience. James 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
7601 France Ave S, Ste 600, Edina, MN, 55435-5971
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James co-owns Pine Lake Operations and manages the Ameriprise business, dedicating about a quarter of his time. He also provides pro bono financial planning to cancer patients through the Angel Foundation, spending minimal time on this volunteer activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations25 states
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