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CFP
MS
CFP

Michael Schor

Ameriprise Financial Services, LLC
17 Years of Experience
Eugene, OR
Broker
View SEC Summary
View SEC Summary

Michael Schor is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Eugene, OR, with 17 years of industry experience. Michael 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

2260 Oakmont Way, Ste 5, Eugene, OR, 97401-5524

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns and manages an Ameriprise business. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2016 - Present · 10 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2016 - Present · 10 yrs 7 mos
Ameriprise Financial Services, LLC
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
Brighton Jones LLC
March 2013 - November 2015 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
August 2009 - January 2013 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
September 2008 - January 2013 · 4 yrs 4 mos
State Registrations21 states
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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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