AE Wealth Management (AEWM) offers investment advice and financial planning services through its network of independent contractor representatives. AEWM provides model portfolio solutions, direct asset management, and financial planning services. They also offer ERISA retirement plan services and support self-directed brokerage accounts. AEWM's services are tailored to individual client needs, and fees are set within a range prescribed by AEWM, potentially varying between representatives.
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.