Andrea Doller
Andrea Doller is a registered investment advisor at Ae Wealth Management, LLC, based in Dayton, OH, with 19 years of industry experience. Andrea 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
One Russell Place, Dayton, OH, 45409
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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
Andrea works as a Wealth Advisor at Russell Total Wealth & Wellness, focusing on insurance sales and services, dedicating about 10-20% of her time. She also serves as Board Chair for Dayton Children's Hospital Planned Giving Advisory Committee, spending minimal time on this role.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Kalos Management
Kalos Capital, INC.Broker
PNC Investments
PNC InvestmentsBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
The Huntington Investment CompanyBroker
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.
Exams
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