Pollen & Secouler LLP directs clients to third-party investment advisors, primarily Ameriprise Financial Services. They do not manage client assets directly. They ensure the advisors they recommend are properly licensed. The firm is also an accounting firm, which may present a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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