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Michael Taylor

21 Years of Experience
Plantation, FL
1 DisclosureBroker

Michael Taylor is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plantation, FL, with 21 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

8201 Peters Rd, Ste 1000, Plantation, FL, 33324

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History

Regulatory History (1)
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Customer Dispute
December 2019
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2021 - Present · 4 yrs 9 mos
Ameriprise Financial Services, LLC
August 2021 - Present · 4 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
June 2018 - September 2021 · 3 yrs 3 mos
MML Investors Services, LLCBroker
June 2018 - September 2021 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
April 2005 - June 2018 · 13 yrs 2 mos
Ameriprise Financial Services, INC.Broker
March 2005 - June 2018 · 13 yrs 3 mos
Ids Life Insurance CompanyBroker
March 2005 - July 2006 · 1 yr 4 mos
State Registrations8 states
CAFLGAINNCNVOHWV
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 Taylor - Financial Advisor | TrueAdvisor