TrueAdvisor
TrueAdvisor
NP
NP

Neil Porter

Ae Wealth Management, LLC
16 Years of Experience
Springfield, MO
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Neil Porter is a registered investment advisor at Ae Wealth Management, LLC, based in Springfield, MO, with 16 years of industry experience. Neil 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.

Ae Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
463 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1304 E Kingsley St, Springfield, MO, 65804

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2005
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Neil is the CEO of The Resource Center, Inc., an insurance and financial services firm, dedicating full-time hours to this role. He also owns Mr. Fix-It Services, Resource Center Properties LLC, and The Resource Center Insurance Services, LLC, and is involved with other organizations, including SWI Foundation and OakStar Bancshares, Inc.

Employment History
Current Registrations
Ae Wealth Management, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Metropolitan Life Insurance CompanyBroker
July 2000 - June 2001 · 11 mos
Metlife Securities INC.Broker
July 2000 - June 2001 · 11 mos
Metropolitan Life Insurance CompanyBroker
February 1994 - February 2000 · 6 yrs
Metlife Securities INC.Broker
February 1994 - February 2000 · 6 yrs
State Registrations1 state
MO
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Springfield, MO →All financial advisors in Missouri →