Gary Preslar
Gary Preslar is a registered investment advisor at Ae Wealth Management, LLC, based in Charlotte, NC, with 15 years of industry experience. Gary 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
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2018Other Business ActivitiesSells Insurance
Gary is the President/Advisor at Preslar Financial Group, LLC, focusing on insurance sales and services, which takes nearly full-time. Gary also owns Homes by Gary Preslar, LLC, involved in new home construction and real estate sales, dedicating a few hours per week.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Aspire Private Capital
Global Financial Private Capital, LLC
Cambridge Investment Research Advisors, INC.
Foresters Equity Services, INC.
Esi Financial Advisors
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
More Advisors
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Cameron Newell, CFA, CFPAlpha Financial Advisors, LLC
- Nicholas Walker, CFP
- Patrick Barnett, CFPLPL Financial LLC