Michael Stein
Michael Stein is a registered investment advisor at Ameriprise Financial Services, LLC, based in York, PA, with 16 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
31 Mills Street, York, PA, 17402-2515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns commercial real estate since 2018 and manages an Ameriprise business through real estate ownership since late 2023, dedicating minimal time to the latter. The first property is not investment-related, while the second is.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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