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Brandon Mccauley

14 Years of Experience
Farmington Hills, MI
Broker

Brandon Mccauley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Farmington Hills, MI, with 14 years of industry experience. Brandon 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

36455 Corporate Drive, Farmington Hills, MI, 48331-3552

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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

Brandon works for Comerica, dedicating about a quarter of his time. This outside employment began in November 2023 and is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Comerica Securities
November 2015 - November 2023 · 8 yrs
Comerica SecuritiesBroker
November 2015 - November 2023 · 8 yrs
Hantz Financial Services, INC.
August 2011 - November 2015 · 4 yrs 3 mos
Hantz Financial Services, INC.Broker
June 2011 - November 2015 · 4 yrs 5 mos
State Registrations1 state
MI
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.
Brandon Mccauley - Financial Advisor | TrueAdvisor