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Michael Lindsey

13 Years of Experience
Canton, OH
Broker

Michael Lindsey is a registered investment advisor at Ameriprise Financial Services, LLC, based in Canton, OH, with 13 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
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

4383 Executive Cir Nw, Canton, OH, 44718

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - June 2020 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - June 2020 · 7 yrs 9 mos
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Lindsey - Financial Advisor | TrueAdvisor