Under review
A fee schedule is on record for this institution and is being reviewed. Fees will appear here once review is complete.
varies · Charged by mutual funds directly against plan investment and reflected in net value; amount varies by fund; financial advisor receives a portion · Source
per year · Paid by retirement plan providers for Ameriprise Financial-sponsored advisor conferences (typically educational) · Source
per item · Commission received by Ameriprise financial advisors when participant purchases or adds funds to Tax-Sheltered Annuity (TSA) contract · Source
per item · May be charged on full or partial surrender of annuity contract; decreases over specified period; varies by contract · Source
per year · Assessed annually or upon surrender for contracts with less than stated value; covers costs of establishing and maintaining contract · Source
varies · Paid by mutual funds to Ameriprise Financial · Source
per day · Charged daily against variable annuity subaccount unit values; covers mortality and expense risks · Source
per year · Paid by retirement plan provider to Ameriprise Enterprise Investment Services, Inc. (AEIS); amount up to $150,000 per retirement plan provider · Source
one time · Commission at time of sale based on new assets invested in platform provider relationships; collected by retirement plan provider and disclosed in plan set-up documents · Source
per year · Ongoing commission based on existing assets in platform provider relationships; paid to Ameriprise Financial and passed to advisor per payout grid · Source
Swipe for source and notes →
| Fee | Amount | vs national median | Basis | Note | Source |
|---|---|---|---|---|---|
Other feesUnder review | |||||
| 12b-1 Fees | — | — | varies | Charged by mutual funds directly against plan investment and reflected in net value; amount varies by fund; financial advisor receives a portion | Source |
| Advisor Conference Payment | $100,000 | — | per year | Paid by retirement plan providers for Ameriprise Financial-sponsored advisor conferences (typically educational) | Source |
| Annuity Commission | — | — | per item | Commission received by Ameriprise financial advisors when participant purchases or adds funds to Tax-Sheltered Annuity (TSA) contract | Source |
| Annuity Surrender Charge | — | — | per item | May be charged on full or partial surrender of annuity contract; decreases over specified period; varies by contract | Source |
| Contract Administrative Charges | — | — | per year | Assessed annually or upon surrender for contracts with less than stated value; covers costs of establishing and maintaining contract | Source |
| Marketing Support Payments | — | — | varies | Paid by mutual funds to Ameriprise Financial | Source |
| Mortality, Expense, and Administration Fees | — | — | per day | Charged daily against variable annuity subaccount unit values; covers mortality and expense risks | Source |
| Platform Provider Annual Payment | $150,000 | — | per year | Paid by retirement plan provider to Ameriprise Enterprise Investment Services, Inc. (AEIS); amount up to $150,000 per retirement plan provider | Source |
| Sale Commission | — | — | one time | Commission at time of sale based on new assets invested in platform provider relationships; collected by retirement plan provider and disclosed in plan set-up documents | Source |
| Trail Commission | — | — | per year | Ongoing commission based on existing assets in platform provider relationships; paid to Ameriprise Financial and passed to advisor per payout grid | Source |
Fee change alerts
We'll write once its fee schedule is verified, and again whenever a verified fee changes. Nothing else.
Headline fees published
0 of 15
Published fees
0
Under review
10
Assets
$25.5B
Status: Under review
No verified fees yet, so there is nothing to benchmark on this page.
Financial Context
Financials as of Q2 2026 · FDIC call report
Total assets
$25.5B
Total deposits
$23.9B
Service charge income
$3K
Fee income ratio
0.00%
Return on assets
3.04%
Branches
2
Service charge income by quarter
Financial profile · Pro
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