Alan Mclellan
Alan Mclellan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rochester Hills, MI, with 12 years of industry experience. Alan 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
71 N Livernois Rd Ste D, Rochester Hills, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan owns two single-family rental properties and serves as Vice President and Assistant Treasurer for McLellan. He also holds a Vice President role at Macch 1 LLC and works for Silverbell Group, INC as a financial advisor, spending about a quarter of his time on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations11 states
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