MH
CFP
MH
CFP

Michael Hall

26 Years of Experience
Eugene, OR
Broker

Michael Hall is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Eugene, OR, with 26 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

2292 Oakmont Way, Eugene, OR, 97401

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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 is involved in several business activities, including business ownership and outside employment at Trustpoint Services, LLC. He also co-owns real estate and dedicates a few hours per week to these investment-related activities, and spends about a third of his time at Trustpoint Services.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 7 mos
Ameriprise Financial Services, LLC
September 1999 - Present · 26 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 1999 - Present · 26 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
State Registrations22 states
AKAZCACOCTFLIDMAMDMNMSNCNVNYORSCSDTNTXVAWAWV
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.
Michael Hall - Financial Advisor | TrueAdvisor