Maria Shields
Maria Shields is a registered investment advisor at Ameriprise Financial Services, LLC, based in King of Prussia, PA, with 26 years of industry experience. Maria 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
610 Freedom Business Ctr Dr, Ste 230, King of Prussia, PA, 19406-1329
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Maria owns real estate, is involved in two other businesses, and serves as a board member/trustee for Shields. These activities take a few hours per week each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations23 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.
Exams
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