MH
MH

Michelle Harf-Grim

32 Years of Experience
Hunt Valley, MD
1 DisclosureBroker

Michelle Harf-Grim is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hunt Valley, MD, with 32 years of industry experience. Michelle 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 International Cir Ste 490, Hunt Valley, MD, 21030

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Closed-No Action
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2021 - Present · 5 yrs 5 mos
Ameriprise Financial Services, LLC
May 2021 - Present · 5 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2010 - May 2021 · 11 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2010 - May 2021 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1994 - January 2010 · 16 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - January 2010 · 16 yrs 1 mo
State Registrations23 states
AZCACOCTDCDEFLGAINLAMDNCNENJNYOHPARISCTXVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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