Jamie Lawhorne
Jamie Lawhorne is a registered investment advisor at Ae Wealth Management, LLC, based in West Columbia, SC, with 11 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. 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
104 Corporate Blvd, Ste 408, West Columbia, SC, 29169
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business ActivitiesSells Insurance
Jamie is involved in non-variable insurance sales, including fixed life, fixed annuities, health, and property and casualty insurance. Jamie also owns Royalty Financial Strategies, which is involved in insurance sales.
Employment History
Current Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 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.
Exams
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