Michael Dipaula
Michael Dipaula is a registered investment advisor at Ae Wealth Management, LLC, based in Hunt Valley, MD, with 14 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
201 International Cir, Ste 230, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Michael is involved in insurance sales through Flora & DiPaula Wealth Partners since 2017. This activity takes nearly full-time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Everest Investment Advisors, INC.
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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