AEP Management Company provides investment advisory services exclusively to pooled investment vehicles (the Funds). The Funds are exempt from registration under the Investment Company Act of 1940. AEP Management Company adapts its advisory services to meet the needs of each Fund, as outlined in separate Investment Advisory Services Agreements.
Assets Under Management$56M
Clients6
Advisors1
Avg. per Client$9.4M
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
AEP Management Company does not directly manage investments for individual investors. The firm provides investment advisory services solely to pooled investment vehicles. The advisory fee for each fund is based on a percentage of the fund's assets.
Loading...