Jay Lasser is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsford, NY, with 12 years of industry experience. Jay 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.
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.
55 Sullys Trl, Ste E, Pittsford, NY, 14534-3701
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Learn about disclosures →Jay is a co-owner of JAMR Real Estate LLC and owner of Rotown LLC, both since January 2025. These activities require minimal time each month.
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