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Joshua Perello

Ameriprise Financial Services, LLC
14 Years of Experience
Breaux Bridge, LA
1 DisclosureBroker
View SEC Summary
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Joshua Perello is a registered investment advisor at Ameriprise Financial Services, LLC, based in Breaux Bridge, LA, with 14 years of industry experience. Joshua 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2228A Rees Street Ext, Breaux Bridge, LA, 70517

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History

Regulatory History (1)
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Criminal
December 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2017 - July 2023 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2017 - July 2023 · 5 yrs 7 mos
Edward Jones
June 2012 - December 2017 · 5 yrs 6 mos
Edward JonesBroker
March 2012 - December 2017 · 5 yrs 9 mos
State Registrations8 states
ALAZCAFLLAMSTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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