Craig Kirsner
Craig Kirsner is a registered investment advisor at Ae Wealth Management, LLC, based in Coconut Creek, FL, with 12 years of industry experience. Craig 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
5350 W Hillsboro Blvd, Ste 103, Coconut Creek, FL, 33073
Get directionsHistory
Regulatory History (3)
Regulatory
February 2024Customer Dispute
August 2019Regulatory
June 2015Other Business ActivitiesSells Insurance
Craig is the president of Stuart Estate Planning, where he focuses on life insurance and annuity sales, dedicating about half of his time. He also owns OutstandingEbooks, Inc. and works as an author, but these activities require minimal time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Lion's Group Trading LLCBroker
Netgain Trading, LLCBroker
Ogilvie Security Advisors CorporationBroker
Securities America, INC.Broker
Ascend Financial Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
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.