Nermin Khalil
Nermin Khalil is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hopkinton, MA, with 11 years of industry experience. Nermin 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
85 Main St Ste 102, Hopkinton, MA, 01748
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2019Other Business Activities
Nermin has business ownership and outside employment activities, both with Madden Bailey LLC since 2022. Each activity takes about a third of her time, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations24 states
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.