Amerivest Investment Management, LLC is a large advisory firm based in Omaha. It manages $12.54 billion of regulatory assets for 131,293 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Amerivest Investment Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 119,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Amerivest Investment Management, LLC is $12.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 11159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Amerivest Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Alan Gibson has been acting as President since 1 Apr 2003. William Thomas Yates joined the executive team most recently as the Treasurer.
The principal office where Amerivest Investment Management, LLC performs its advisory services is located at 200 South 108 Th Avenue, Omaha, NE 68154 The mailing address of the firm is 200 South 108 Th Avenue, Omaha, NE 68154. An additional office of the firm is in Fort Worth, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-237-8692 or by fax 402-970-3440. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at tdameritrade.com.