MM
CFA
MM
CFA

Michael Mchugh

28 Years of Experience
Bellaire, TX
Broker

Michael Mchugh is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bellaire, TX, with 28 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.

Loading...

Location

6750 West Loop South, Ste 840, Bellaire, TX, 77401-4113

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - May 2023 · 13 yrs 4 mos
Invesco Aim Private Asset Management, INC.
June 2002 - January 2010 · 7 yrs 7 mos
Invesco Distributors, INC.Broker
October 2000 - May 2023 · 22 yrs 7 mos
A I M Distributors, INC.Broker
November 1998 - October 2000 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
January 1997 - March 1998 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
January 1997 - March 1998 · 1 yr 2 mos
State Registrations1 state
TX
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.