Philip Sanchez
Philip Sanchez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 10 years of industry experience. Philip 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
2029 Cenury Park E Ste 800, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip co-owns a business at 1214 Santa Anita Ave. since 2019, dedicating about 10-20% of his time to it. He also has outside employment with Comerica and is involved with Maestro, a cash management system for clients, dedicating approximately 60 hours per month to each of these investment-related activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations8 states
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