Steve Chastain Wealth Management (SCWM) offers investment management services on a discretionary basis through a wrap fee program sponsored by AE Wealth Management (AEWM). SCWM works with clients to determine their risk tolerance and investment objectives, then assists them in building a customized portfolio using model portfolios and third-party money managers available on AEWM’s platform. SCWM serves as the main point of contact for clients, answering questions and acting as a liaison between the client and AEWM.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
The portion of the fee retained by AEWM for advisory services typically ranges up to 0.60% of the Average Account Value but at no time will the client’s total fee for SCWM and AEWM exceed 1.60%. The Firm’s fee may be negotiable solely at the Firm’s discretion.