Michael Abrams
Michael Abrams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Redwood City, CA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
255 Shoreline Dr, Ste 400, Redwood City, CA, 94065
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Michael owns a single-family real estate property in Burlingame, CA since 2019. This activity is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Lehman Brothers INC.Broker
Thomas James Associates, INC.Broker
State Registrations11 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.