Amy Kincaid is a registered investment advisor at Ae Wealth Management, LLC, based in Greenville, SC, with 10 years of industry experience. Amy 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
9 Caledon Ct, Ste B, Greenville, SC, 29615
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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
Amy is the CEO and sales producer at Kincaid Retirement & Wealth Management, involved in insurance, annuities, and securities, taking nearly full-time. She is also the owner of KFS, LLC, focused on AUM commissions, dedicating about 10-20% of her time, and a referral partner for AE Medicare Partnership Program, spending minimal time. Additionally, Amy is an author and the CEO/Owner of Kincaid Property Management, LLC, spending minimal time on each.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Capital Investment Group, INC.Broker
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.