Sameer Baig
Sameer Baig is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 6 years of industry experience. Sameer 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Financial
February 2023Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations51 states
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
More Advisors
- Laquinta PaigeAmeriprise Financial Services, LLC
- Ralph TrumanAmeriprise Financial Services, LLC
- William Hadley, CFPAmeriprise Financial Services, LLC
- Kathleen O'kaneAmeriprise Financial Services, LLC
- Stephen SweetAmeriprise Financial Services, LLC
- Mark Antonich, CFPAmeriprise Financial Services, LLC