Amber Alguire
Amber Alguire is a registered investment advisor at Ae Wealth Management, LLC, based in Bel Air, MD, with 7 years of industry experience. Amber 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
3 Vale Rd, Ste 200, Bel Air, MD, 21014
Get directionsHistory
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
Amber is an insurance agent/advisor with Alto Financial Group since May 2023, offering insurance products like life insurance and annuities, dedicating nearly full-time hours to this role. Amber also owns JasXel On The Hill LLC, selling crafts on e-commerce platforms, which takes minimal time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Encompass More Asset Management LLC
Verity Asset Management
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
- Jordan Heaps, CFPThe Kelly Group
- James Winner, CFPJanney Montgomery Scott LLC
- Thomas Cusick, CFPThe Kelly Group
- Ryan Townsley, CFPTown Capital
- Thomas O'conor, CFPWells Fargo Advisors
- Joseph Ries, ChFCStifel, Nicolaus & Company, Incorporated