Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC
The Ameriprise Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
The referring professional is a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.
The referring professional has a partnership with Ameriprise Financial and this advisor and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The referring professional can earn a commission share of brokerage services of up to thirty percent for so long as the client maintains an Ameriprise relationship. Payment for referrals present a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.
R. Miller and Associates, a private wealth advisory practice of Ameriprise Financial Services LLC, has an alliance with the accounting firm of Array Tax Services. This financial services practice provides clients with comprehensive financial planning services, including financial and retirement planning, wealth management, brokerage and insurance. For more information on this Ameriprise Financial practice, visit https://www.ameripriseadvisors.com/team/r-miller-associates/.
Array Tax Services is not affiliated with Ameriprise Financial, Inc.
Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues.
Array Tax Services is not endorsed by Ameriprise Financial. Array Tax Services is not under the supervision of Ameriprise Financial. Array Tax Services is not a broker-dealer or investment advisory firm.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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