Michael Yee
Michael Yee is a registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
1585 Kapiolani Blvd, Ste 1100, Honolulu, HI, 96814-4523
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Michael owns a single-family real estate property since 2019. He also has another business ownership since 2005, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Sunset Financial Services, INC.Broker
Buskett-Grant Investments, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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