Brandon Morgan
Brandon Morgan is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Paducah, KY, with 21 years of industry experience. Brandon 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
314 Broadway St., Paducah, KY, 42001
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Brandon is a board member at The Peoples Bank and the Community Foundation of Western Kentucky, and an executive member of the FACE Foundation. He is also the owner of Bradshaw & Weil, Inc., an insurance and financial planning agency, where he dedicates nearly full-time hours, and is writing a book on retirement planning for physicians.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
Morgan Financial Advisors
Morgan Financial Advisors
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.
Exams
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