Shiva Bhashyam
Shiva Bhashyam is a registered investment advisor at Ameriprise Financial Services, LLC, based in White Plains, NY, with 13 years of industry experience. Shiva 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
399 Knollwood Rd, Ste G10, White Plains, NY, 10603-1944
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shiva owns real estate and another business, neither of which are investment-related. Shiva is also involved with the River Town Lions Club and the Global Organization of People of Indian Origin, spending a few hours per week on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations35 states
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