Ameriprise Financial Services offers a wide range of investment advisory programs, managed accounts, and financial planning services. The firm provides both discretionary and non-discretionary investment management through various programs, including strategic portfolio services, signature wealth unified managed accounts, and separately managed account strategies. Clients receive personalized portfolio construction, asset allocation, ongoing account monitoring, and retirement planning guidance. Ameriprise Financial Services works with individuals, families, and business owners to help them achieve their long-term financial goals through tailored investment strategies, tax-aware portfolio management, and comprehensive financial planning.
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.