Matthew Klaess
Matthew Klaess is a registered investment advisor at Ae Wealth Management, LLC, based in Denver, CO, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
2000 S Colorado Blvd, Ste 250, Denver, CO, 80222
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Regulatory History (1)
Customer Dispute
July 2023Other Business ActivitiesSells Insurance
Matthew is the President of Paradigm Wealth Management, LLC, an investment-related insurance business. He dedicates about half of his time to this role, including time during securities trading hours, and focuses on insurance sales.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Tfo-Tdc, LLC
Retirement Wealth Advisors, INC.
Alphastar Capital Management, LLC
Alphastar Capital Management, LLC
Liberty Group, LLC
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.