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CFP

Mitchell Benson

Ameriprise Financial Services, LLC
31 Years of Experience
Troy, MI
1 DisclosureBroker
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Mitchell Benson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 31 years of industry experience. Mitchell 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.

Ameriprise Financial Services, LLC
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

Troy, MI

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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
October 2017
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2010 - Present · 16 yrs 4 mos
Ameriprise Financial Services, LLC
June 2009 - Present · 17 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
August 2009 - September 2011 · 2 yrs 1 mo
UBS Financial Services INC.Broker
February 2005 - July 2009 · 4 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
May 1999 - July 2003 · 4 yrs 2 mos
Prudential Securities Incorporated
May 1999 - February 2003 · 3 yrs 9 mos
Dean Witter Reynolds INC.Broker
July 1995 - May 1999 · 3 yrs 10 mos
State Registrations21 states
AZCACTDCDEFLILINLAMIMNMONCNJNMNYOHOKRITXWI
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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