AE Financial & Risk Management provides investment advice and financial planning to individuals and businesses. AEFRM offers asset management services, creating tailored portfolios based on client goals. They also offer financial planning services covering retirement, estate planning, and insurance. Additionally, AEFRM provides business consulting services. The firm manages assets on a discretionary or non-discretionary basis.
Assets Under Management$37M
Clients39
Advisors1
Avg. per Client$960K
Avg. per Advisor$37M
www.aefinancial.biz ·www.linkedin.com/in/ali-elnajjar-43a24511 ·www.facebook.com/aefinancialriskmanagement/?ref...
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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