Jeffrey Massey
Jeffrey Massey is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Warwick, RI, with 23 years of industry experience. Jeffrey 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
250F Centerville Rd, Warwick, RI, 02886
Get directionsHistory
Regulatory History (4)
Regulatory
June 2002Customer Dispute
August 2001Investigation
April 2000Regulatory
March 2000Other Business ActivitiesSells Insurance
Jeffrey is the president of Massey and Associates Inc., where he sells fixed insurance products, dedicating nearly full-time hours to this role. He is also an author involved in book sales, but this takes minimal time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Global Financial Private Capital, LLC
Investors Capital CORP.Broker
Centaurus Financial, INC.Broker
American Classic Securities, INC.Broker
State Registrations2 states
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.