Aaron Fritz is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Marshall, MN, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
100 West College Dr., Suite 103, Marshall, MN, 56258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns single-family real estate and a lot/land, both deemed not investment-related. He also serves as Treasurer on the Board of Directors for Fritz, spending about 10-20% of his time on this role, including a few hours per week during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations19 states
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