Stephen Myers
Stephen Myers is a registered investment advisor at Ae Wealth Management, LLC, based in Harrisburg, PA, with 23 years of industry experience. Stephen 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
4309 Linglestown Rd, Ste 109, Harrisburg, PA, 17112
Get directionsHistory
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
Stephen is co-founder of Reverent Asset Management, where he sells fixed annuities, life insurance, and long-term care, dedicating full-time hours. He also owns a business selling home and auto insurance to friends and family, dedicating minimal time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Patrick Capital Markets, LLCBroker
Lincoln Financial Distributors, INC.Broker
Sun Life Financial Distributors, INC.Broker
Prudential Annuities Distributors, INCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Planco Financial Services, 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.