Audree Ginsburg is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 2 years of industry experience. Audree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
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Regulatory History
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.
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Audree serves on the Board of Directors for Loring Collective, a nonprofit empowering queer creatives, dedicating minimal time. Audree also works as a dog sitter through Rover Group, Inc., spending minimal time on this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
State Registrations17 states
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