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PM
ChFC
PM
ChFC

Paul Macdonald

Ae Wealth Management, LLC
31 Years of Experience
Charleston, SC
Sells Insurance
View SEC Summary
View SEC Summary

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 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
—
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Location

1064 Gardner Road, Suite 212, Charleston, SC, 29407

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History

Regulatory History
Clean regulatory record

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.

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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
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Money Concepts Advisory Service
January 2015 - April 2023 · 8 yrs 3 mos
Money Concepts Capital CORPBroker
January 2015 - December 2021 · 6 yrs 11 mos
Capital Synergy Partners
June 2011 - December 2014 · 3 yrs 6 mos
Capital Synergy PartnersBroker
January 2011 - December 2014 · 3 yrs 11 mos
Financial West Group
January 2006 - December 2010 · 4 yrs 11 mos
Financial West GroupBroker
January 2004 - December 2010 · 6 yrs 11 mos
Cambridge Investment Reserarch, INC.
July 2002 - December 2003 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
July 2002 - December 2003 · 1 yr 5 mos
MML Investors Services, INC.Broker
March 1996 - August 2002 · 6 yrs 5 mos
G. R. Phelps & CO., INC.Broker
January 1995 - March 1996 · 1 yr 2 mos
State Registrations2 states
SCTX
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.
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