Allan Arthur Beck

Ae Wealth Management, LLC

31 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment Management

Ae Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

422 advisors

Number of Clients

111,059 clients

Average Client Portfolio

$338K average

Assets Under Management

$37.5B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

816 Atlantic Hwy, Waldoboro, ME, 04572

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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.

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.