A.E.I. Financial Group provides investment advice and financial planning services. Investment management is offered through Orion Portfolio Solutions, Gradient Investments LLC, and Pontera Platform. Financial planning covers various topics, including financial goals, net worth, cash flow, retirement strategy, risk management, tax reduction, and estate preservation. A.E.I. Financial Group also provides services to qualified retirement plans.
Fee Structure
A.E.I. Financial Group manages investments through Orion Portfolio Solutions, charging an annual fee of 1% to 1.5% of the value of your portfolio, depending on the size of your household account. This fee may be negotiable. Lower fees for similar services might be available elsewhere. The total annual fees for the Orion Portfolio Solutions program may not exceed 2.5% of the value of your portfolio. Fees are charged monthly based on the average daily balance for the prior month.