Christine Smith
Christine Smith is a registered investment advisor at Ae Wealth Management, LLC, based in Denham Springs, LA, with 11 years of industry experience. Christine 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.
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
170 Veterans Blvd, Denham Springs, LA, 70726
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Christine is the owner and insurance agent at The Presley Group, selling life insurance and annuities since 2006, taking about three-quarters of her time. She also owns rental property, but a management company handles all aspects of it, requiring minimal time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Presley Wealth Management, LLC
Eqis Capital Management
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.
Exams
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