Ali Elnajjar
Ali Elnajjar is a registered investment advisor at Ae Financial & Risk Management, INC., based in Alpharetta, GA, with 21 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 48 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable between AE Financial & Risk Management and the client, but cannot exceed the stated rates.
Fee Estimator
Location
290 Prospect Place, Alpharetta, GA, 30005
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Ali is the CEO/Principal of AE Financial & Risk Management, where he conducts insurance sales in addition to advisory business. He also owns Avicenna Nutraceutical, LLC, which sells collagen supplements.
Employment History
Current Registrations
Ae Financial & Risk Management, INC.
Previous Registrations
Jbs Liberty Securities, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Signator Investors, INC.Broker
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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