Michael Gray
Michael Gray is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Fort Collins, CO, with 28 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2900 S College Ave, Ste Unit # LC, Fort Collins, CO, 80525
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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
Michael is the owner and president of Ascend Asset Management, LLC, where he handles insurance sales, oversight, training, and compliance, dedicating about half of his time. He also serves as a trustee for his parents' life insurance trust, requiring minimal time, and volunteers as a secretary and pilot for Pilots for Christ, Int'l, spending a few hours per week.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Creativeone Wealth, LLC
Client One Securities LLC
Client One Securities LLCBroker
Allstate Financial Services, LLCBroker
MML Investors Services, INC.Broker
State Registrations3 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.
Exams
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