American Expats in Europe Ltd. (AEX) offers wealth management services to individuals and families, including customized investment management solutions. AEX works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. AEX may recommend other unaffiliated investment advisors based on client needs. AEX manages advisory accounts on a discretionary or non-discretionary basis. AEX does not participate in wrap fee programs.
Assets Under Management$2.8M
Clients18
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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