MJ
MJ

Melissa Johnson

11 Years of Experience
Troy, MI
Broker

Melissa Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 11 years of industry experience. Melissa 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

5440 Corporate Dr Ste 205, Troy, MI, 48098

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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

Melissa is involved with Key Management Group, dedicating about a quarter of her time to it. This outside employment began in 2014 and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2015 - Present · 11 yrs 1 mo
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2014 - Present · 11 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.