Andrea Carr
Andrea Carr is a registered investment advisor at Ae Wealth Management, LLC, based in Sebring, FL, with 2 years of industry experience. Andrea 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
545 S Pine St, Sebring, FL, 33872
Get directionsHistory
Regulatory History (2)
Regulatory
August 2023Criminal
February 2000Other Business ActivitiesSells Insurance
Andrea is a Wealth Management Advisor at J Biance Financial, selling annuities and life insurance, dedicating nearly full-time hours to this role. She also volunteers as a dining room manager and bartender at Sebring Elks Lodge 1529, spending about a quarter of her time on these activities.
Employment History
Current Registrations
Ae Wealth Management, LLC
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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