Joshua Perello
Joshua Perello is a registered investment advisor at Ameriprise Financial Services, LLC, based in Breaux Bridge, LA, with 13 years of industry experience. Joshua 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
2228A Rees Street Ext, Breaux Bridge, LA, 70517
Get directionsHistory
Regulatory History (1)
Criminal
December 1994Other Business Activities
Joshua owns multi-family real estate and manages his Ameriprise business. He also owns Live Oak Wealth Partners, spending a few hours per week on each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 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.