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ChFC
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ChFC

Gil Fash

Ameriprise Financial Services, LLC
50 Years of Experience
Oak Brook, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gil Fash is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Oak Brook, IL, with 50 years of industry experience. Gil 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 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
—
View Full SEC Brochure

Location

2805 Butterfield Rd Ste 110, Oak Brook, IL, 60523

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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.

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Other Business ActivitiesSells Insurance

Gil is an independent insurance broker with multiple companies since 1978 and is involved with Lockport Duck Club, a recreational hunting club, dedicating minimal time. Gil is no longer the treasurer of the hunting club.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - February 2017 · 2 yrs 1 mo
Msi Financial Services, INC.Broker
January 2015 - February 2017 · 2 yrs 1 mo
New England Securities Corporation
January 1998 - January 2015 · 17 yrs
New England SecuritiesBroker
March 1976 - January 2015 · 38 yrs 10 mos
State Registrations15 states
ARAZCADCFLILINMIMNNCNYOHSCTXWI
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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