Allan Beck
Allan Beck is a registered investment advisor at Ae Wealth Management, LLC, based in Waldoboro, ME, with 32 years of industry experience. Allan 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
816 Atlantic Hwy, Waldoboro, ME, 04572
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allan is a managing member of Cornerstone Financial Services, LLC, focusing on insurance sales and services, taking about half of his time. He also manages Cornerstone Investment Properties, LLC (rental real estate) and Cornerstone Advantage, LLC (Medicare sales), dedicating minimal time to each.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Foundations Investment Advisors LLC
Foresters Equity Services, INC.Broker
Questar Capital CorporationBroker
Kcd Financial, INC.Broker
Intersecurities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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