Paul Macdonald
Paul Macdonald is a ChFC-designated registered investment advisor at Ae Wealth Management, LLC, based in Charleston, SC, with 31 years of industry experience. Paul 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
2467 Savannah Hwy, Ste 520, Charleston, SC, 29414
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the president of PGI Financial Services, Inc. since 2004, where he sells life and fixed insurance products, taking about half of his time. He is also the managing general partner of Humac Investments LLC, a real estate venture, dedicating minimal time to this.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
MML Investors Services, INC.Broker
G. R. Phelps & CO., 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.