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Michael Eberly

Ameriprise Financial Services, LLC
15 Years of Experience
Gig Harbor, WA
1 DisclosureBroker
View SEC Summary
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Michael Eberly is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gig Harbor, WA, with 15 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

5401 32nd Ave NW Ste 201, Gig Harbor, WA, 98335

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is involved with Scannell LLC since 2022. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Ameriprise Financial Services, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - September 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2019 - September 2022 · 3 yrs
Morgan Stanley
February 2013 - September 2019 · 6 yrs 7 mos
Morgan StanleyBroker
February 2013 - September 2019 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - January 2013 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - January 2013 · 1 yr 6 mos
State Registrations23 states
AZCACOFLGAIDILINKSMAMNMTNCNVNYOHOKORPATXUTVAWA
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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