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CFP
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CFP

Michael Magee

Ameriprise Financial Services, LLC
8 Years of Experience
Mount Laurel, NJ
Broker
View SEC Summary
View SEC Summary

Michael Magee is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mount Laurel, NJ, with 8 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

3000 Atrium Way, Ste 510, Mount Laurel, NJ, 08054-3914

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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
April 2026 - Present · 6 mos
Ameriprise Financial Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - April 2026 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - April 2026 · 5 yrs 6 mos
AXA Advisors, LLC
June 2018 - March 2020 · 1 yr 9 mos
AXA Advisors, LLCBroker
May 2018 - March 2020 · 1 yr 10 mos
VALIC Financial Advisors, INC.Broker
December 2017 - April 2018 · 4 mos
State Registrations23 states
AZCACTDCDEFLGAMAMDMNNCNHNJNMNVNYOHORPARISCTXVA
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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