Robert Daggett
Robert Daggett is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cumberland Foreside, ME, with 53 years of industry experience. Robert 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
15 Sky View Dr Ste 102, Cumberland Foreside, ME, 04110
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Customer Dispute
November 2003Customer Dispute
April 2003Other Business Activities
Robert serves as President on the Board of Directors for Daggett, spending minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations7 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.