Eric Bludau
Eric Bludau is a registered investment advisor at Ae Wealth Management, LLC, based in Hallettsville, TX, with 15 years of industry experience. Eric 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
106 N LaGrange St, Hallettsville, TX, 77964
Get directionsHistory
Regulatory History (2)
Regulatory
August 2012Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Eric is a managing partner at TEAM Retirement Solutions LLC, where he spends full-time on insurance sales and services. He is also a part owner and ranch hand at Bludau Ranches LP, dedicating minimal time, and owns commercial rental property, spending minimal time maintaining it and collecting rent.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
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.