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Amy Kincaid

Ae Wealth Management, LLC
11 Years of Experience
Greenville, SC
Sells Insurance
View SEC Summary
View SEC Summary

Amy Kincaid is a registered investment advisor at Ae Wealth Management, LLC, based in Greenville, SC, with 11 years of industry experience. Amy 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.

Ae Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9 Caledon Ct, Ste B, Greenville, SC, 29615

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History

Regulatory History
Clean regulatory record

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.

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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
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Madison Avenue Securities, LLC
April 2018 - December 2021 · 3 yrs 8 mos
Madison Avenue Securities, LLCBroker
September 2017 - December 2021 · 4 yrs 3 mos
Capital Investment Group, INC.Broker
August 2015 - October 2017 · 2 yrs 2 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
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