Nathaniel Knowlton
Nathaniel Knowlton is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hilliard, OH, with 8 years of industry experience. Nathaniel 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
4599 Cemetery Rd, Hilliard, OH, 43026-1102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathaniel owns multiple multi-family real estate properties and another business. He also works for S&T Bank, dedicating about a third of his time to this outside employment.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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