TrueAdvisor
TrueAdvisor
MB
MB

Mark Becque

Ae Wealth Management, LLC
Green Valley, AZ
1 Disclosure
View SEC Summary
View SEC Summary

Mark Becque is a registered investment advisor at Ae Wealth Management, LLC, based in Green Valley, AZ. Mark 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
463 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

518 E Whitehouse Canyon Rd, Ste 120, Green Valley, AZ, 85614

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ae Wealth Management, LLC
January 2026 - Present · 9 mos
State Registrations1 state
AZ
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.
More Advisors
More financial advisors in Green Valley, AZ →All financial advisors in Arizona →