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Benjamin Tuck

13 Years of Experience
Fairlawn, VA
1 DisclosureBroker

Benjamin Tuck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fairlawn, VA, with 13 years of industry experience. Benjamin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

7350 Peppers Ferry Blvd Ste C, Fairlawn, VA, 24141

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History

Regulatory History (1)
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Customer Dispute
September 2015
Settled
Other Business Activities

Benjamin manages his Ameriprise business and serves as Treasurer on the Board of Directors for Tuck. He also provides business and financial guidance to non-profit organizations through Virginia Tech, dedicating minimal time to this consulting role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLC
June 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Eagle Strategies LLC
November 2018 - June 2020 · 1 yr 7 mos
Nylife Securities LLCBroker
December 2012 - June 2020 · 7 yrs 6 mos
State Registrations7 states
COFLGANCVAWAWV
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.