MF
CFP
MF
CFP

Michael Fisher

13 Years of Experience
Melville, NY
6 DisclosuresBroker

Michael Fisher is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Melville, NY, with 13 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

200 Broadhollow Rd, Ste 302, Melville, NY, 11747

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2023
Settled
Customer Dispute
March 2023
Settled
Customer Dispute
September 2018
Award / Judgment
Customer Dispute
September 2017
Settled
Customer Dispute
March 2017
Award / Judgment
Customer Dispute
December 2015
Denied
Employment History
Previous Registrations
Ameriprise Financial Services, LLC
April 2021 - March 2026 · 4 yrs 11 mos
Exams
No exam information available for this advisor.