Michael Powell
Michael Powell is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Walnut Creek, CA, with 17 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1333 N California Blvd, Ste 630, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Criminal
January 2004Other Business Activities
Michael owns Silverstone Financial LLC, a personal payroll entity. He also provides pro bono financial advice to widow(er)s for Wings for Widows, a non-profit organization, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
O'donnell Financial Services, LLC
Independent Financial Group, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Liberty Group, LLC
Liberty Group, LLCBroker
Country Capital Management CompanyBroker
Stonehurst Securities, INC.Broker
Liberty Group, LLCBroker
State Registrations27 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.