Ki Shin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Duluth, GA, with 11 years of industry experience. Ki 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
2180 Satellite Blvd, Ste 100, Duluth, GA, 30097
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ki owns commercial real estate and a tax preparation business, and is employed by Sweetwater Pediatrics LLC. These activities are not investment-related and take about a third of Ki's time each month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 states
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