Jeffrey Hummel
Jeffrey Hummel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fountain Hill, PA, with 3 years of industry experience. Jeffrey 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
Fountain Hill, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Registered Representative at M Holdings Securities, an Investment Operations Associate at Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC, spending the majority of his time at Cornerstone Advisors Asset Management. Jeffrey also owns a rental property, dedicating about 10-20% of his time to managing it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.Broker
State Registrations1 state
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