Howard Bailey is a registered investment advisor at Ae Wealth Management, LLC, based in Alabaster, AL. Howard 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
463 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Buck Creek Plaza, Suite 100, Alabaster, AL, 35007
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
March 2026Employment History
Current Registrations
Ae Wealth Management, LLC
January 2026 - Present · 9 mos
State Registrations1 state
AL
Advisor
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
No exam information available for this advisor.