AW
CFP
AW
CFP

Abigail Wilson

8 Years of Experience
Hanahan, SC
Broker

Abigail Wilson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Hanahan, SC, with 8 years of industry experience. Abigail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hanahan, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
December 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Independent Advisor Alliance, LLC
May 2024 - December 2024 · 7 mos
LPL Financial LLCBroker
May 2024 - November 2024 · 6 mos
Ameriprise Financial Services, LLCBroker
June 2020 - May 2024 · 3 yrs 11 mos
Ameriprise Financial Services, LLC
June 2020 - May 2024 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - July 2020 · 2 yrs
State Registrations8 states
AZFLMDNCOHSCTXVA
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.
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