AE Wealth Management is a registered investment advisor that provides portfolio management, model portfolio solutions, direct asset management, and financial planning and consulting services. Operating primarily through a network of independent investment advisor representatives, AE Wealth Management offers tailored investment strategies, including cyclical, fundamental, and technical analysis, as well as direct indexing and options overlay strategies. The firm serves individuals, high-net-worth individuals, trusts, estates, retirement plans, and business entities. Advisory services are typically provided on a wrap-fee basis, utilizing qualified custodians such as Charles Schwab and Fidelity. AE Wealth Management also offers specialized programs for third-party registered investment advisors and retirement plan sponsors.
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).