Join Ameriprise

Selling Your Practice

Neerja Chaudhry, CFP®

Financial Advisor

Ameriprise Franchise Group

Selling Your Practice

Take the Next Step

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Protect your legacy by selling your practice to an Ameriprise advisor

You’ve worked hard to build a reputation for outstanding service, one client at a time. No matter where you are in building your business, it makes sense to identify and groom a successor who you know and trust — you’ll gain peace of mind knowing your clients will get the personalized care and support they deserve.

Benefits for you

  • Choose a successor who shares your values — We’ll help you find an advisor you can trust to treat your clients the way you have.
  • Transition your practice your way — You decide whether to sell your practice outright, transition it over time or scale back and work with select clients. You can also join the Ameriprise Advisor Group to sunset your practice.
  • Reap the financial rewards of the practice you've built — We’ll share industry best practices to help you structure a satisfying agreement.
  • Get dedicated, step-by-step support — Our team of specialists will help make your transition as easy as possible and assist with seamless integration.

Benefits for your clients

  • Personalized financial planning and advice — Our comprehensive financial planning approach helps clients understand the full value of working with an Ameriprise advisor  
  • Access to a wide range of products and services — You’ll have access to thousands of products from hundreds of providers for diverse solutions that fit your clients’ needs
  • Fee-reimbursement — Ameriprise will reimburse ACAT and non-ACAT fees2 associated with transferring client accounts.

Recurring revenue in Ameriprise practices sell at an 18.8% premium to the industry – read The Value of Supported Independence to learn more.

Whether you're planning to sell your practice or just thinking about it, contact us at 888.267.8370 to talk about your succession plan.

“Ameriprise is dedicated to helping you protect your legacy. We do it for our clients every day. Now it’s your turn to find that peace of mind.”

Susan Riley, CRPC®, APMA®
Private Wealth Advisor
Atlanta, GA

1 Franchise advisors only.
2 Up to $199 per account during your first 120 days at Ameriprise.
This web site and the franchise sales information on this site do not constitute an offer to sell a franchise.  The offer of a franchise can only be made through the delivery of a franchise disclosure document.  Certain states require that we register the franchise disclosure document in those states.  The communications on this web site are not directed by us to the residents of any of those states.  Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the franchise disclosure document to the prospective franchisee in compliance with applicable law. MN Permit #F-3872. Not for use with clients. 1491 Ameriprise Financial Center, Minneapolis, MN 55474. 
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.