Charisse Mackenzie
Charisse Mackenzie is a registered investment advisor at Ae Wealth Management, LLC, based in Gilbert, AZ, with 13 years of industry experience. Charisse 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
1166 E Warner Rd, Ste 213, Gilbert, AZ, 85296
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Regulatory History (1)
Employment Separation After Allegations
March 2016Other Business ActivitiesSells Insurance
Charisse is the president of Saturn Wealth, LLC, where she focuses on insurance sales and services, dedicating nearly full-time hours to this role. She also manages the Institute for Women's Financial Education, spends minimal time as a member of the Society of Financial Awareness, and dedicates minimal time to marketing a book she authored.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Regal Investment Advisors LLC
Trajan Wealth, L.L.C.
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.