Joseph Vinson
Joseph Vinson is a registered investment advisor at Ae Wealth Management, LLC, based in Spring, TX, with 26 years of industry experience. Joseph 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
8900 Eastloch Dr, Bldg 305, Spring, TX, 77379
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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
Joseph is the owner of Vinson Financial Group since 2018, focusing on insurance sales and services, including Medicare supplement offerings. This takes nearly full-time hours, with approximately 122 hours per month, and 127 hours per month during trading.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Sii Investments, INC.Broker
Invest Financial CorporationBroker
Investment Centers of America, INC.Broker
National Planning CorporationBroker
Cetera Advisors LLCBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.Broker
Mutual Service CorporationBroker
Ifg Network Securities, INC.Broker
H.D. Vest Investment 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.