MP
CFP
MP
CFP

Michael Pohlod

30 Years of Experience
Troy, MI
Broker

Michael Pohlod is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 30 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

101 W Big Beaver Rd, Ste 1400 Ofc 1431, Troy, MI, 48084-5295

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns commercial real estate and Downtown Property Holdings, LLC, a real estate leasing company. He also has ownership roles in AEMM Family Holdings, Inc. (restaurants) and M&A Transportation, Inc. (trucking), dedicating minimal time to the former and about a third of his time to the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 11 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 11 mos
Previous Registrations
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Ameriprise Advisor Services, INC.Broker
September 1995 - October 2009 · 14 yrs 1 mo
State Registrations26 states
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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.