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Amanda Czosek

Ae Wealth Management, LLC
10 Years of Experience
Elgin, IL
Sells Insurance
View SEC Summary
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Amanda Czosek is a registered investment advisor at Ae Wealth Management, LLC, based in Elgin, IL, with 10 years of industry experience. Amanda 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
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Location

81 Market St, Ste 5, Elgin, IL, 60123

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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

Amanda is the owner/president of Jager Financial Services and owns 50% of Guardian Wealth Advisory Group LLC, spending full-time and about a quarter of her time, respectively, on these investment-related activities. She is also a board member of the National Alliance on Student Loan Debt, dedicating minimal time to this non-investment-related role.

Employment History
Current Registrations
Ae Wealth Management, LLC
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Harvest Investment Services, LLC
June 2016 - November 2016 · 5 mos
State Registrations2 states
ILTX
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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