Michelle Simmons
Michelle Simmons is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 28 years of industry experience. Michelle 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
13520 Evening Creek Dr N, Ste 110, San Diego, CA, 92128
Get directionsHistory
Regulatory History (1)
Financial
October 2019Other Business Activities
Michelle is involved with Stillwater Vista LLC, dedicating about a quarter of her time both during and outside of trading hours. This activity is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Orin Green Financial, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.