Joseph Leibfried
Joseph Leibfried is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Dubuque, IA, with 13 years of industry experience. Joseph 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
6601 Boulder Brook Ct, Dubuque, IA, 52003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph manages JBL, LLC and Balanced Growth Partners, LLC, dedicating about a quarter of his time to JBL, LLC and minimal time to Balanced Growth Partners, LLC. He also participates in the 100 Men Who Care: Tri-State Area, a 501c3 organization, spending minimal time on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations16 states
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