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CFA

Michael Mchugh

Ameriprise Financial Services, LLC
29 Years of Experience
Bellaire, TX
Broker
View SEC Summary
View SEC Summary

Michael Mchugh is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bellaire, TX, with 29 years of industry experience. Michael 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
—
View Full SEC Brochure

Location

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

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 3 yrs 4 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.
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