Michael Bailey
Michael Bailey is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rancho Cucamonga, CA, with 39 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
8608 Utica Ave, Ste 207, Rancho Cucamonga, CA, 91730
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Michael has multiple business activities, including business ownership since 2007 and 2004, dedicating minimal and about 10-20% of his time respectively. He is also the President of Bailey since 2004, spending minimal time on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations15 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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