Peter Tychsen
Peter Tychsen is a registered investment advisor at Ae Wealth Management, LLC, based in Tallahassee, FL, with 29 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
1695 Metropolitan Circle, Suite 1, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (2)
Regulatory
April 2009Employment Separation After Allegations
October 2006Other Business ActivitiesSells Insurance
Peter owns several real estate rental properties through Big Bend Homes, LLC, Brook Trout LLC, Geneva Homes, and ST Homes 123, LLC, dedicating minimal time to each. Peter also works nearly full-time at Preservation Financial, offering insurance products and investment advisory services.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Gibbs Wealth Management, LLC
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Onpointe Advisory and Financial Services, LLC
Gradient Advisors, LLC
American Investment Services
Workman Securities CorporationBroker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
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.