Neil Porter
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 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
1304 E Kingsley St, Springfield, MO, 65804
Get directionsHistory
Regulatory History (1)
Regulatory
June 2005Other 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
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.