Patrick Bortz
Patrick Bortz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oconomowoc, WI, with 13 years of industry experience. Patrick 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
121 Saint Paul St, Oconomowoc, WI, 53066
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Criminal
January 2010Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations39 states
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