JG
JG

Joel Galligan-Stierle

20 Years of Experience
Bel Air, MD
1 DisclosureBroker

Joel Galligan-Stierle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bel Air, MD, with 20 years of industry experience. Joel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bel Air, MD

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History

Regulatory History (1)
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Customer Dispute
August 2011
Denied
Other Business Activities

Joel owns real estate properties and is the owner of Galligan-Stierle Management LLC, which manages an Ameriprise business. He also serves on the Membership Committee of the Center Club, dedicating a few hours per week to both activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2006 - Present · 20 yrs 7 mos
Ameriprise Financial Services, LLC
March 2006 - Present · 20 yrs 7 mos
Ameriprise Financial Services, LLC
March 2006 - Present · 20 yrs 7 mos
State Registrations19 states
AZCADEFLGAHIKSKYLAMAMDNCNHNYOHPASCVAWV
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.
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