Brandon Morgan
Brandon Morgan is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Paducah, KY, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
314 Broadway St., Paducah, KY, 42001
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Brandon is a board member at The Peoples Bank and the Community Foundation of Western Kentucky, and an executive member of the FACE Foundation. He is also the owner of Bradshaw & Weil, Inc., an insurance and financial planning agency, where he dedicates nearly full-time hours, and is writing a book on retirement planning for physicians.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
Morgan Financial Advisors
Morgan Financial Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.