Jose Echeverri
Jose Echeverri is a registered investment advisor at Ae Wealth Management, LLC, based in Frederica, DE, with 11 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
Frederica, DE
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2008Other Business ActivitiesSells Insurance
Jose is the President and Agent at Swan Financial Group, Inc., an insurance agency, since 2001. He dedicates about half his time to this activity, with some of the time occurring during securities trading hours, and is involved in management and sales.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Echeverri Financial Services
LPL Financial Corporation
State Registrations1 state
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.