Assets Under Management
$37.5B
Number of Clients
111,059
Number of Advisors
422
Average Client AUM
$338K
AUM per Advisor
$88.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
AE Wealth Management offers model portfolio solutions, direct asset management, and a Third-Party Adviser Program. Fees are negotiable, up to 2.5% annually. The firm uses various analysis methods and investment strategies, including direct indexing and tactical asset allocation. Minimum account size is typically $10,000.
2950 SW Mcclure Road, Suite B, Topeka, KS, 66614