AH
AH

Aimee Lauren Horstman

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

158 Meeting Street, Charleston, SC, 29401

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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 Activities

Aimee works as a suite attendant for a concert series at a local concert venue. This takes about 10-20% of her time and is not investment related.

Employment History
Current Registrations
Synovus Securities, INC.
June 2006 - Present · 19 yrs 8 mos
Synovus Securities, INC.Broker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Legg Mason Wood Walker INC
November 2000 - July 2004 · 3 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1999 - July 2004 · 5 yrs 5 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.