Michael Hepner
Michael Hepner is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Fort Lee, NJ, with 13 years of industry experience. Michael 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
2125 Center Ave, Ste 606, Fort Lee, NJ, 07024
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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
Michael is an owner involved in insurance sales at 5380 Grande Palm Cir since 2012, dedicating about a quarter of his time. He also owns Hepner, Inc. and is a co-owner of Legacy Retirement Advisors Inc, both involved in insurance sales, dedicating nearly full-time to Hepner, Inc. and about a quarter of his time to Legacy Retirement Advisors Inc.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Global Financial Private Capital, LLC
Virtue Capital Management, LLC
Brookstone Capital Management LLC
Signator Investors, INC.
State Registrations2 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.
Exams
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