Matthew Weissman
Matthew Weissman is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Wilmington, NC, with 15 years of industry experience. Matthew 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
1213 Culbreth Dr, Ste 364, Wilmington, NC, 28405
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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
Matthew works full-time as an Investment Advisor Representative for AEWM, providing investment advice for a fee. He also owns Airlie Wealth Advisors, LLC, where he focuses on insurance sales and services, also taking up a full-time commitment. Additionally, Matthew is a chapter president for the American Financial Education Alliance, dedicating minimal time to providing educational workshops.
Employment History
Current Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mid-Atlantic Securities, INC.
Mid-Atlantic Securities, INC.Broker
Rbs Securities INC.Broker
Lehman Brothers INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.