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Rachel Couch

9 Years of Experience
Fort Worth, TX
1 DisclosureBrokerSells Insurance

Rachel Couch is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Worth, TX, with 9 years of industry experience. Rachel 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

1200 Summit Ave, Ste 860, Fort Worth, TX, 76102-4411

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History

Regulatory History (1)
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Customer Dispute
October 2021
Denied
Other Business ActivitiesSells Insurance

Rachel is an independent insurance broker since 2022, selling fixed annuities. She also has outside employment with Certainty of the Uncertainty, LLC, dedicating about a third of her time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 5 mos
Ameriprise Financial Services, LLC
August 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
August 2016 - Present · 10 yrs 1 mo
State Registrations6 states
ARCACOFLOHTX
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.
Rachel Couch - Financial Advisor | TrueAdvisor